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
151
$147K 0.12%
602
152
$146K 0.12%
3,903
153
$145K 0.12%
4,336
154
$143K 0.11%
39,680
+12,160
155
$142K 0.11%
1,049
+3
156
$136K 0.11%
2,140
157
$135K 0.11%
3,024
158
$135K 0.11%
3,068
+21
159
$135K 0.11%
72
160
$135K 0.11%
1,341
161
$134K 0.11%
2,279
162
$134K 0.11%
817
+9
163
$134K 0.11%
6,480
+72
164
$133K 0.11%
1,139
165
$132K 0.1%
1,118
+7
166
$132K 0.1%
3,090
-19
167
$132K 0.1%
1,052
168
$132K 0.1%
2,182
169
$131K 0.1%
1,989
+13
170
$130K 0.1%
8,700
171
$130K 0.1%
1,067
+5
172
$128K 0.1%
302
173
$127K 0.1%
4,894
174
$126K 0.1%
1,103
+50
175
$122K 0.1%
452
+7
5 6
7
8 9