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
326
$37K 0.03%
263
327
$37K 0.03%
1,470
328
$36.8K 0.03%
553
329
$36.6K 0.03%
3,472
330
$36.4K 0.03%
468
331
$36.3K 0.03%
3,318
332
$35.8K 0.03%
916
333
$35.8K 0.03%
230
334
$35.6K 0.03%
1,711
335
$35.4K 0.03%
1,264
336
$35.1K 0.03%
1,069
337
$35.1K 0.03%
1,326
338
$34.9K 0.03%
1,203
339
$34.8K 0.03%
1,832
340
$34.7K 0.03%
519
+6
341
$34.7K 0.03%
285
342
$34.6K 0.03%
461
343
$34.6K 0.03%
217
+97
344
$34.6K 0.03%
836
345
$34.6K 0.03%
2,311
346
$34.4K 0.03%
617
347
$34.4K 0.03%
997
348
$34.2K 0.03%
1,001
349
$34.1K 0.03%
1,220
350
$34.1K 0.03%
258