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
601
$16.2K 0.01%
456
602
$16.1K 0.01%
328
603
$16.1K 0.01%
246
+13
604
$16.1K 0.01%
449
605
$16K 0.01%
467
+249
606
$16K 0.01%
561
607
$15.9K 0.01%
427
608
$15.9K 0.01%
+94
609
$15.9K 0.01%
986
610
$15.8K 0.01%
173
611
$15.7K 0.01%
713
612
$15.6K 0.01%
452
613
$15.6K 0.01%
905
614
$15.6K 0.01%
1,102
615
$15.6K 0.01%
1,298
616
$15.6K 0.01%
+115
617
$15.5K 0.01%
387
618
$15.5K 0.01%
1,420
619
$15.5K 0.01%
1,129
+540
620
$15.5K 0.01%
1,482
621
$15.4K 0.01%
161
622
$15.4K 0.01%
497
623
$15.3K 0.01%
191
624
$15.3K 0.01%
+366
625
$15.2K 0.01%
678
+304