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
251
$55.4K 0.04%
255
252
$55.3K 0.04%
955
253
$55K 0.04%
882
254
$54.3K 0.04%
1,187
255
$53.5K 0.04%
251
256
$53.4K 0.04%
635
257
$52.2K 0.04%
155
+7
258
$51.8K 0.04%
869
+20
259
$51.8K 0.04%
2,286
260
$50.5K 0.04%
545
261
$50.4K 0.04%
557
-79
262
$50.2K 0.04%
1,299
263
$50K 0.04%
404
+25
264
$49.8K 0.04%
873
265
$49.2K 0.04%
966
-59
266
$49.1K 0.04%
798
267
$48.5K 0.04%
1,532
268
$48.2K 0.04%
792
269
$48K 0.04%
2,637
+120
270
$47.8K 0.04%
801
271
$47.7K 0.04%
1,322
272
$47.4K 0.04%
464
273
$47.4K 0.04%
642
+12
274
$47K 0.04%
729
275
$46.7K 0.04%
2,076
9 10
11
12 13