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
401
$29.6K 0.02%
548
402
$29.5K 0.02%
371
403
$29.5K 0.02%
1,887
+1,200
404
$29.4K 0.02%
929
405
$29.3K 0.02%
840
406
$29.3K 0.02%
552
407
$29.3K 0.02%
617
408
$29.2K 0.02%
+523
409
$29.1K 0.02%
860
+576
410
$29K 0.02%
405
411
$29K 0.02%
852
412
$29K 0.02%
1,071
413
$29K 0.02%
760
414
$29K 0.02%
59
415
$28.9K 0.02%
540
416
$28.8K 0.02%
1,894
417
$28.7K 0.02%
729
+12
418
$28.6K 0.02%
671
419
$28.6K 0.02%
557
420
$28.5K 0.02%
381
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421
$28.3K 0.02%
353
422
$28.1K 0.02%
420
+147
423
$28.1K 0.02%
223
+70
424
$27.8K 0.02%
465
425
$27.8K 0.02%
670