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
51
$465K 0.37%
4,024
+33
52
$446K 0.35%
9,820
53
$436K 0.35%
2,533
54
$415K 0.33%
3,859
+2,000
55
$410K 0.32%
10,536
56
$401K 0.32%
5,125
57
$398K 0.32%
2,147
-104
58
$390K 0.31%
7,787
59
$388K 0.31%
3,567
+15
60
$374K 0.3%
10,928
61
$365K 0.29%
3,432
62
$361K 0.29%
4,985
+13
63
$356K 0.28%
4,627
64
$351K 0.28%
4,097
+1,133
65
$346K 0.27%
8,018
+2,692
66
$339K 0.27%
5,816
+48
67
$334K 0.26%
10,659
68
$310K 0.25%
3,685
69
$308K 0.24%
1,109
+7
70
$302K 0.24%
3,894
+37
71
$301K 0.24%
3,624
72
$297K 0.24%
8,228
73
$294K 0.23%
3,820
74
$292K 0.23%
2,001
75
$287K 0.23%
1,292
1 2
3
4 5