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
526
$20.1K 0.02%
209
-10
527
$20K 0.02%
492
528
$19.9K 0.02%
255
-487
529
$19.9K 0.02%
566
530
$19.8K 0.02%
437
+32
531
$19.8K 0.02%
353
532
$19.8K 0.02%
510
533
$19.8K 0.02%
347
534
$19.7K 0.02%
521
535
$19.7K 0.02%
784
536
$19.6K 0.02%
312
-18
537
$19.5K 0.02%
810
538
$19.5K 0.02%
992
539
$19.5K 0.02%
113
540
$19.4K 0.02%
501
541
$19.3K 0.02%
1,102
542
$19.3K 0.02%
452
543
$19.2K 0.02%
262
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$19.1K 0.02%
106
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$19.1K 0.02%
647
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$19.1K 0.02%
293
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$19.1K 0.02%
173
548
$19K 0.02%
328
549
$18.8K 0.01%
553
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550
$18.7K 0.01%
559