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
176
$121K 0.1%
3,042
-104
177
$118K 0.09%
2,338
178
$117K 0.09%
2,353
179
$116K 0.09%
2,988
180
$115K 0.09%
1,622
+64
181
$113K 0.09%
1,447
182
$112K 0.09%
1,470
183
$112K 0.09%
4,446
184
$112K 0.09%
1,457
+12
185
$107K 0.08%
839
+34
186
$104K 0.08%
1,930
+42
187
$104K 0.08%
1,328
188
$103K 0.08%
2,660
189
$103K 0.08%
801
190
$102K 0.08%
1,765
191
$101K 0.08%
633
192
$101K 0.08%
957
193
$101K 0.08%
3,236
194
$99.4K 0.08%
1,431
+20
195
$97.1K 0.08%
580
196
$95.9K 0.08%
3,729
+50
197
$95.3K 0.08%
+2,000
198
$95.1K 0.08%
1,819
+35
199
$94.3K 0.07%
1,286
200
$92.5K 0.07%
1,418
6 7
8
9 10