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
101
$223K 0.18%
2,014
102
$222K 0.18%
3,326
+58
103
$221K 0.18%
6,335
+5,000
104
$214K 0.17%
3,175
105
$214K 0.17%
4,712
106
$211K 0.17%
4,300
+87
107
$208K 0.16%
3,325
+10
108
$205K 0.16%
13,620
+21
109
$205K 0.16%
1,685
110
$203K 0.16%
1,168
+10
111
$203K 0.16%
3,351
112
$203K 0.16%
2,598
113
$202K 0.16%
837
114
$202K 0.16%
1,074
+12
115
$195K 0.15%
5,340
116
$194K 0.15%
1,893
+1,691
117
$194K 0.15%
6,446
+50
118
$193K 0.15%
2,347
+370
119
$190K 0.15%
3,666
120
$186K 0.15%
2,107
121
$186K 0.15%
2,968
122
$186K 0.15%
1,967
123
$184K 0.15%
4,173
124
$183K 0.14%
1,085
125
$183K 0.14%
14,182
3 4
5
6 7