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
626
$15.2K 0.01%
494
+266
627
$15.2K 0.01%
149
628
$15.2K 0.01%
437
629
$15.2K 0.01%
143
630
$15.1K 0.01%
79
631
$15.1K 0.01%
136
632
$15.1K 0.01%
395
633
$15K 0.01%
133
634
$15K 0.01%
+191
635
$15K 0.01%
992
636
$15K 0.01%
37
+2
637
$15K 0.01%
+721
638
$14.9K 0.01%
305
+115
639
$14.9K 0.01%
59
640
$14.7K 0.01%
61
641
$14.7K 0.01%
+528
642
$14.7K 0.01%
288
643
$14.7K 0.01%
836
644
$14.7K 0.01%
+371
645
$14.7K 0.01%
456
646
$14.7K 0.01%
187
647
$14.6K 0.01%
280
648
$14.6K 0.01%
+458
649
$14.6K 0.01%
1,140
650
$14.5K 0.01%
476