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
351
$34K 0.03%
273
+7
352
$33.9K 0.03%
799
353
$33.7K 0.03%
286
+59
354
$33.6K 0.03%
117
+3
355
$33.3K 0.03%
163
356
$33.3K 0.03%
236
357
$33.2K 0.03%
223
+3
358
$33.1K 0.03%
590
359
$32.9K 0.03%
1,322
360
$32.8K 0.03%
611
+356
361
$32.7K 0.03%
1,413
+20
362
$32.5K 0.03%
652
363
$32.4K 0.03%
821
364
$32.4K 0.03%
834
365
$32.3K 0.03%
994
366
$32.3K 0.03%
1,768
367
$32.3K 0.03%
1,731
+1,255
368
$32.2K 0.03%
552
369
$32.2K 0.03%
3,440
370
$32.1K 0.03%
549
371
$32.1K 0.03%
1,674
372
$32.1K 0.03%
564
373
$32.1K 0.03%
1,277
374
$31.9K 0.03%
897
375
$31.9K 0.03%
508