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
651
$14.5K 0.01%
149
652
$14.4K 0.01%
630
653
$14.3K 0.01%
711
654
$14.1K 0.01%
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655
$14.1K 0.01%
506
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656
$14K 0.01%
178
657
$14K 0.01%
445
658
$13.9K 0.01%
658
659
$13.9K 0.01%
202
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660
$13.9K 0.01%
392
661
$13.9K 0.01%
902
662
$13.9K 0.01%
232
663
$13.7K 0.01%
106
+34
664
$13.7K 0.01%
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665
$13.7K 0.01%
256
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$13.6K 0.01%
208
667
$13.6K 0.01%
270
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$13.6K 0.01%
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$13.4K 0.01%
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$13.4K 0.01%
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671
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$13.4K 0.01%
328
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$13.3K 0.01%
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675
$13.3K 0.01%
194
+121