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
201
$91.5K 0.07%
1,949
202
$89.4K 0.07%
1,347
+14
203
$86.7K 0.07%
2,169
204
$82.2K 0.07%
10,400
-520
205
$82K 0.06%
1,318
+16
206
$81.2K 0.06%
1,872
+37
207
$80.9K 0.06%
1,102
208
$80.1K 0.06%
817
209
$79.2K 0.06%
1,464
210
$78.8K 0.06%
1,056
211
$77.3K 0.06%
3,468
212
$77K 0.06%
3,324
213
$74.8K 0.06%
3,473
214
$73.4K 0.06%
3,416
215
$72.5K 0.06%
4,809
216
$72K 0.06%
500
217
$69.4K 0.05%
504
218
$69K 0.05%
794
219
$68.9K 0.05%
2,093
-13
220
$68.9K 0.05%
869
221
$68.1K 0.05%
1,646
222
$67.8K 0.05%
837
223
$67.8K 0.05%
2,258
224
$67.1K 0.05%
936
225
$66.8K 0.05%
634
+76
7 8
9
10 11