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
701
$12K 0.01%
591
702
$11.9K 0.01%
474
703
$11.9K 0.01%
+621
704
$11.9K 0.01%
296
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705
$11.8K 0.01%
178
+15
706
$11.8K 0.01%
418
707
$11.7K 0.01%
206
708
$11.7K 0.01%
287
709
$11.7K 0.01%
112
710
$11.7K 0.01%
+162
711
$11.7K 0.01%
+272
712
$11.6K 0.01%
309
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713
$11.5K 0.01%
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714
$11.5K 0.01%
251
715
$11.5K 0.01%
774
716
$11.4K 0.01%
475
717
$11.3K 0.01%
401
718
$11.3K 0.01%
325
719
$11.2K 0.01%
852
720
$11.2K 0.01%
81
721
$11.2K 0.01%
177
722
$11.1K 0.01%
225
723
$11.1K 0.01%
237
724
$11.1K 0.01%
1,436
725
$11K 0.01%
347