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
1026
$550 ﹤0.01%
16
1027
$549 ﹤0.01%
8
-337
1028
$536 ﹤0.01%
4
1029
$529 ﹤0.01%
5
1030
$525 ﹤0.01%
21
1031
$522 ﹤0.01%
10
1032
$506 ﹤0.01%
9
1033
$501 ﹤0.01%
41
1034
$474 ﹤0.01%
22
1035
$472 ﹤0.01%
7
1036
$447 ﹤0.01%
7
1037
$435 ﹤0.01%
9
1038
$418 ﹤0.01%
33
1039
$418 ﹤0.01%
29
-1
1040
$415 ﹤0.01%
35
-28
1041
$405 ﹤0.01%
3
1042
$399 ﹤0.01%
25
1043
$397 ﹤0.01%
19
1044
$388 ﹤0.01%
13
1045
$371 ﹤0.01%
6
1046
$370 ﹤0.01%
11
1047
$363 ﹤0.01%
13
1048
$363 ﹤0.01%
10
1049
$349 ﹤0.01%
9
1050
$346 ﹤0.01%
16
40 41
42
43 44