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
976
$1.24K ﹤0.01%
65
-4
977
$1.24K ﹤0.01%
9
978
$1.21K ﹤0.01%
27
+3
979
$1.21K ﹤0.01%
16
980
$1.18K ﹤0.01%
39
981
$1.16K ﹤0.01%
34
982
$1.16K ﹤0.01%
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983
$1.15K ﹤0.01%
20
984
$1.1K ﹤0.01%
11
985
$1.1K ﹤0.01%
10
986
$1.07K ﹤0.01%
11
987
$1.07K ﹤0.01%
62
988
$1K ﹤0.01%
9
989
$972 ﹤0.01%
6
990
$971 ﹤0.01%
21
991
$941 ﹤0.01%
+80
992
$929 ﹤0.01%
21
993
$906 ﹤0.01%
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994
$883 ﹤0.01%
+8
995
$879 ﹤0.01%
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996
$877 ﹤0.01%
22
997
$865 ﹤0.01%
12
-12
998
$863 ﹤0.01%
23
999
$793 ﹤0.01%
18
1000
$789 ﹤0.01%
7
38 39
40
41 42