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
1051
$335 ﹤0.01%
+3
1052
$324 ﹤0.01%
60
1053
$321 ﹤0.01%
8
1054
$311 ﹤0.01%
13
1055
$305 ﹤0.01%
18
1056
$303 ﹤0.01%
12
1057
$290 ﹤0.01%
5
1058
$282 ﹤0.01%
3
1059
$267 ﹤0.01%
5
1060
$260 ﹤0.01%
14
1061
$255 ﹤0.01%
31
1062
$251 ﹤0.01%
13
1063
$240 ﹤0.01%
+9
1064
$232 ﹤0.01%
20
1065
$229 ﹤0.01%
6
1066
$219 ﹤0.01%
4
1067
$218 ﹤0.01%
+4
1068
– –
-3
1069
$128 ﹤0.01%
336
1070
$114 ﹤0.01%
1
1071
$81 ﹤0.01%
3
1072
$61 ﹤0.01%
6
1073
$36 ﹤0.01%
1
1074
$17 ﹤0.01%
2
1075
$3 ﹤0.01%
1
-2,606
41 42
43
44 45