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
426
$27.7K 0.02%
294
427
$27.7K 0.02%
2,149
-719
428
$27.5K 0.02%
1,324
429
$27.5K 0.02%
546
430
$27.4K 0.02%
395
431
$27.4K 0.02%
481
+5
432
$26.9K 0.02%
710
433
$26.9K 0.02%
652
434
$26.8K 0.02%
827
435
$26.7K 0.02%
835
436
$26.6K 0.02%
154
437
$26.5K 0.02%
486
438
$26.4K 0.02%
195
439
$26.3K 0.02%
686
440
$26.3K 0.02%
813
441
$26.2K 0.02%
4,529
442
$26.1K 0.02%
1,039
443
$26K 0.02%
82
444
$26K 0.02%
481
445
$25.9K 0.02%
1,004
-255
446
$25.9K 0.02%
1,369
-214
447
$25.7K 0.02%
522
448
$25.5K 0.02%
372
449
$25.4K 0.02%
377
450
$25.3K 0.02%
567