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
676
$13.2K 0.01%
514
+168
677
$13.2K 0.01%
467
678
$13.2K 0.01%
424
679
$13.2K 0.01%
244
680
$13K 0.01%
+522
681
$12.9K 0.01%
1,679
-423
682
$12.9K 0.01%
262
683
$12.9K 0.01%
55
684
$12.8K 0.01%
50
685
$12.8K 0.01%
127
+77
686
$12.6K 0.01%
269
687
$12.6K 0.01%
145
688
$12.6K 0.01%
484
689
$12.5K 0.01%
415
690
$12.5K 0.01%
496
691
$12.4K 0.01%
477
692
$12.4K 0.01%
5,020
693
$12.3K 0.01%
394
694
$12.3K 0.01%
790
695
$12.3K 0.01%
140
696
$12.2K 0.01%
+277
697
$12.1K 0.01%
+1,035
698
$12.1K 0.01%
722
699
$12.1K 0.01%
275
700
$12K 0.01%
226
+31