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
576
$17.9K 0.01%
+1,397
577
$17.8K 0.01%
241
578
$17.8K 0.01%
2,151
+98
579
$17.8K 0.01%
380
580
$17.7K 0.01%
839
581
$17.7K 0.01%
492
582
$17.7K 0.01%
409
583
$17.6K 0.01%
1,540
584
$17.6K 0.01%
1,372
585
$17.4K 0.01%
412
586
$17.4K 0.01%
242
587
$17.3K 0.01%
572
588
$17.2K 0.01%
2,177
589
$17K 0.01%
350
590
$17K 0.01%
190
-50
591
$16.7K 0.01%
792
+248
592
$16.7K 0.01%
456
593
$16.7K 0.01%
451
594
$16.6K 0.01%
448
595
$16.6K 0.01%
+1,051
596
$16.4K 0.01%
445
597
$16.3K 0.01%
171
598
$16.3K 0.01%
332
599
$16.2K 0.01%
309
600
$16.2K 0.01%
586