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
951
$1.89K ﹤0.01%
140
952
$1.81K ﹤0.01%
24
953
$1.81K ﹤0.01%
20
954
$1.79K ﹤0.01%
34
955
$1.77K ﹤0.01%
14
956
$1.76K ﹤0.01%
17
957
$1.75K ﹤0.01%
71
+10
958
$1.74K ﹤0.01%
19
959
$1.73K ﹤0.01%
13
960
$1.73K ﹤0.01%
39
+23
961
$1.68K ﹤0.01%
31
+13
962
$1.68K ﹤0.01%
24
963
$1.66K ﹤0.01%
25
+18
964
$1.64K ﹤0.01%
15
+3
965
$1.62K ﹤0.01%
+91
966
$1.59K ﹤0.01%
122
967
$1.51K ﹤0.01%
15
968
$1.47K ﹤0.01%
128
969
$1.39K ﹤0.01%
33
970
$1.32K ﹤0.01%
+143
971
$1.31K ﹤0.01%
106
972
$1.27K ﹤0.01%
34
+15
973
$1.27K ﹤0.01%
43
974
$1.26K ﹤0.01%
66
-2
975
$1.25K ﹤0.01%
26
37 38
39
40 41