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
301
$40.7K 0.03%
280
+3
302
$40.3K 0.03%
94
+7
303
$40.3K 0.03%
806
304
$40.3K 0.03%
576
305
$40.2K 0.03%
454
306
$40K 0.03%
779
307
$40K 0.03%
346
308
$39.9K 0.03%
+3,092
309
$39.7K 0.03%
1,047
-238
310
$39.7K 0.03%
736
311
$39.1K 0.03%
1,408
312
$39K 0.03%
+1,141
313
$38.8K 0.03%
4,235
314
$37.9K 0.03%
696
+228
315
$37.8K 0.03%
1,364
+33
316
$37.8K 0.03%
590
317
$37.7K 0.03%
2,397
318
$37.7K 0.03%
1,434
319
$37.5K 0.03%
1,255
+333
320
$37.5K 0.03%
553
321
$37.4K 0.03%
1,078
322
$37.1K 0.03%
647
323
$37.1K 0.03%
2,023
-35
324
$37K 0.03%
1,033
325
$37K 0.03%
1,391
11 12
13
14 15