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
126
$179K 0.14%
876
127
$179K 0.14%
7,046
+6,441
128
$176K 0.14%
2,252
129
$176K 0.14%
5,653
130
$175K 0.14%
1,400
131
$174K 0.14%
2,839
132
$174K 0.14%
6,900
133
$172K 0.14%
10,030
134
$171K 0.14%
3,973
+54
135
$169K 0.13%
1,197
+33
136
$168K 0.13%
2,091
137
$165K 0.13%
4,965
-195
138
$161K 0.13%
1,860
+18
139
$160K 0.13%
1,937
140
$159K 0.13%
1,836
+10
141
$159K 0.13%
8,477
142
$157K 0.12%
10,755
143
$157K 0.12%
6,740
+1,080
144
$154K 0.12%
4,672
-27
145
$152K 0.12%
3,182
+3
146
$152K 0.12%
591
147
$152K 0.12%
6,285
148
$151K 0.12%
3,625
149
$151K 0.12%
2,188
150
$150K 0.12%
902
4 5
6
7 8