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
376
$31.8K 0.03%
+181
377
$31.6K 0.03%
673
378
$31.6K 0.03%
163
379
$31.3K 0.02%
517
380
$31.3K 0.02%
202
381
$31.2K 0.02%
681
382
$31.1K 0.02%
903
383
$30.8K 0.02%
1,654
384
$30.8K 0.02%
715
+233
385
$30.8K 0.02%
1,364
-1,287
386
$30.7K 0.02%
1,600
387
$30.5K 0.02%
792
388
$30.5K 0.02%
+692
389
$30.3K 0.02%
704
390
$30.3K 0.02%
1,583
391
$30.3K 0.02%
3,058
392
$30.1K 0.02%
914
393
$30.1K 0.02%
5,262
+458
394
$30.1K 0.02%
651
395
$30.1K 0.02%
398
+66
396
$30.1K 0.02%
1,426
397
$30.1K 0.02%
479
398
$30.1K 0.02%
1,160
399
$30K 0.02%
1,098
400
$29.9K 0.02%
226