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
276
$46.2K 0.04%
687
277
$45.7K 0.04%
876
278
$45.7K 0.04%
1,247
279
$45.4K 0.04%
1,189
280
$44.9K 0.04%
724
+666
281
$44.9K 0.04%
1,147
282
$44.8K 0.04%
929
283
$44.7K 0.04%
730
284
$44.5K 0.04%
1,220
285
$44.4K 0.04%
949
286
$43.6K 0.03%
611
287
$43.4K 0.03%
506
288
$43.3K 0.03%
878
289
$43.2K 0.03%
1,481
290
$43.1K 0.03%
1,272
291
$43K 0.03%
3,845
+234
292
$42.9K 0.03%
1,689
293
$42.6K 0.03%
1,199
294
$42.1K 0.03%
548
295
$41.9K 0.03%
259
-5
296
$41.3K 0.03%
1,870
297
$41.2K 0.03%
1,273
+58
298
$41.1K 0.03%
696
299
$41.1K 0.03%
140
+2
300
$41.1K 0.03%
1,449
10 11
12
13 14