SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$626K
2
+$363K
3
+$234K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$225K
5
BP icon
BP
BP
+$225K

Top Sells

1
+$56.2K
2
+$53.6K
3
+$47.3K
4
UBSI icon
United Bankshares
UBSI
+$43.1K
5
EXR icon
Extra Space Storage
EXR
+$37.3K

Sector Composition

1 Financials 17.97%
2 Technology 8.1%
3 Healthcare 7.39%
4 Industrials 5.91%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$2.8K ﹤0.01%
23
927
$2.79K ﹤0.01%
47
928
$2.74K ﹤0.01%
94
+3
929
$2.73K ﹤0.01%
109
930
$2.69K ﹤0.01%
224
-18
931
$2.66K ﹤0.01%
80
932
$2.64K ﹤0.01%
88
933
$2.58K ﹤0.01%
65
934
$2.56K ﹤0.01%
116
935
$2.54K ﹤0.01%
28
936
$2.52K ﹤0.01%
132
+35
937
$2.5K ﹤0.01%
29
938
$2.47K ﹤0.01%
19
+16
939
$2.45K ﹤0.01%
22
940
$2.42K ﹤0.01%
68
941
$2.31K ﹤0.01%
99
942
$2.3K ﹤0.01%
270
943
$2.22K ﹤0.01%
40
+14
944
$2.16K ﹤0.01%
91
-2
945
$2.12K ﹤0.01%
53
+9
946
$2.06K ﹤0.01%
90
947
$2.04K ﹤0.01%
57
948
$1.98K ﹤0.01%
71
949
$1.92K ﹤0.01%
12
+6
950
$1.91K ﹤0.01%
55
36 37
38
39 40