SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
1,112
New
Increased
Reduced
Closed

Top Buys

1 +$632K
2 +$377K
3 +$240K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$228K
5
BP icon
BP
BP
+$222K

Top Sells

1 +$271K
2 +$57.2K
3 +$56.2K
4
FANG icon
Diamondback Energy
FANG
+$43.2K
5
UBSI icon
United Bankshares
UBSI
+$43.1K

Sector Composition

1 Financials 17.97%
2 Technology 8.11%
3 Healthcare 7.39%
4 Industrials 5.95%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$66.8K 0.05%
634
+76
227
$66K 0.05%
1,378
+15
228
$65K 0.05%
699
229
$64.9K 0.05%
862
230
$64.2K 0.05%
1,207
231
$63.3K 0.05%
713
+14
232
$63.3K 0.05%
506
233
$62.1K 0.05%
1,161
234
$61.7K 0.05%
1,850
+664
235
$61.3K 0.05%
1,609
236
$61.1K 0.05%
+697
237
$61K 0.05%
737
238
$60.7K 0.05%
348
+26
239
$60.2K 0.05%
1,164
240
$59.6K 0.05%
737
241
$58.9K 0.05%
1,005
242
$58.8K 0.05%
297
-2
243
$58.8K 0.05%
909
-31
244
$58.6K 0.05%
277
245
$57.8K 0.05%
1,036
246
$57K 0.05%
237
+3
247
$56.9K 0.05%
816
248
$56.5K 0.04%
1,221
249
$56.5K 0.04%
3,273
250
$55.5K 0.04%
669