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
501
$21.3K 0.02%
506
502
$21.2K 0.02%
233
-34
503
$21.2K 0.02%
1,454
+736
504
$21.1K 0.02%
300
505
$21.1K 0.02%
289
506
$21.1K 0.02%
1,066
507
$21.1K 0.02%
403
+14
508
$21K 0.02%
1,181
509
$21K 0.02%
338
510
$21K 0.02%
280
-41
511
$21K 0.02%
1,222
+979
512
$20.9K 0.02%
94
513
$20.8K 0.02%
271
-25
514
$20.8K 0.02%
838
515
$20.7K 0.02%
328
516
$20.7K 0.02%
+627
517
$20.7K 0.02%
558
518
$20.5K 0.02%
1,100
519
$20.5K 0.02%
2,016
520
$20.5K 0.02%
702
521
$20.5K 0.02%
124
-31
522
$20.4K 0.02%
780
+18
523
$20.4K 0.02%
1,063
524
$20.2K 0.02%
616
525
$20.2K 0.02%
761
19 20
21
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