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
551
$18.7K 0.01%
307
552
$18.7K 0.01%
288
553
$18.7K 0.01%
1,502
554
$18.7K 0.01%
83
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555
$18.6K 0.01%
+559
556
$18.6K 0.01%
180
557
$18.6K 0.01%
372
558
$18.5K 0.01%
170
559
$18.5K 0.01%
572
560
$18.4K 0.01%
348
561
$18.3K 0.01%
306
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562
$18.3K 0.01%
283
563
$18.3K 0.01%
1,645
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$18.3K 0.01%
306
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$18.2K 0.01%
288
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$18.2K 0.01%
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$18.1K 0.01%
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$18.1K 0.01%
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573
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574
$18.1K 0.01%
445
575
$18K 0.01%
459