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
476
$22.4K 0.02%
434
477
$22.4K 0.02%
3,008
478
$22.4K 0.02%
389
+381
479
$22.3K 0.02%
329
480
$22.3K 0.02%
396
481
$22.3K 0.02%
424
482
$22.2K 0.02%
167
+3
483
$21.8K 0.02%
386
484
$21.8K 0.02%
285
-748
485
$21.7K 0.02%
1,013
486
$21.7K 0.02%
720
487
$21.7K 0.02%
744
488
$21.6K 0.02%
502
489
$21.6K 0.02%
501
490
$21.6K 0.02%
1,004
491
$21.6K 0.02%
910
492
$21.5K 0.02%
1,381
493
$21.5K 0.02%
388
494
$21.5K 0.02%
198
495
$21.5K 0.02%
922
496
$21.4K 0.02%
768
+69
497
$21.4K 0.02%
378
+285
498
$21.4K 0.02%
578
499
$21.3K 0.02%
573
500
$21.3K 0.02%
760