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
1001
$780 ﹤0.01%
12
1002
$777 ﹤0.01%
12
1003
$770 ﹤0.01%
9
1004
$759 ﹤0.01%
9
1005
$739 ﹤0.01%
7
1006
$738 ﹤0.01%
35
1007
$732 ﹤0.01%
10
1008
$715 ﹤0.01%
30
1009
$698 ﹤0.01%
18
-3
1010
$696 ﹤0.01%
15
1011
$684 ﹤0.01%
17
1012
$676 ﹤0.01%
9
1013
$656 ﹤0.01%
45
1014
$654 ﹤0.01%
26
1015
$649 ﹤0.01%
8
1016
$644 ﹤0.01%
22
1017
$637 ﹤0.01%
+25
1018
$633 ﹤0.01%
11
1019
$629 ﹤0.01%
9
+1
1020
$623 ﹤0.01%
26
1021
$623 ﹤0.01%
16
1022
$584 ﹤0.01%
14
1023
$577 ﹤0.01%
4
1024
$574 ﹤0.01%
9
1025
$553 ﹤0.01%
14
39 40
41
42 43