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
451
$25K 0.02%
417
452
$25K 0.02%
467
+443
453
$24.8K 0.02%
630
454
$24.8K 0.02%
2,489
455
$24.7K 0.02%
259
456
$24.7K 0.02%
595
457
$24.5K 0.02%
1,448
458
$24.4K 0.02%
748
459
$24.3K 0.02%
334
460
$24.3K 0.02%
558
+255
461
$24.3K 0.02%
237
462
$24.3K 0.02%
448
463
$24.1K 0.02%
1,125
464
$24.1K 0.02%
368
465
$24.1K 0.02%
287
466
$23.7K 0.02%
713
467
$23.7K 0.02%
1,018
468
$23.3K 0.02%
257
469
$23.3K 0.02%
1,128
470
$23.1K 0.02%
529
+52
471
$23.1K 0.02%
828
472
$23K 0.02%
578
473
$22.8K 0.02%
342
474
$22.7K 0.02%
+464
475
$22.7K 0.02%
568