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
726
$10.9K 0.01%
416
727
$10.9K 0.01%
+137
728
$10.9K 0.01%
75
+23
729
$10.8K 0.01%
308
730
$10.8K 0.01%
+1,152
731
$10.7K 0.01%
+619
732
$10.7K 0.01%
278
733
$10.7K 0.01%
378
734
$10.7K 0.01%
5
735
$10.6K 0.01%
832
+61
736
$10.6K 0.01%
227
+4
737
$10.5K 0.01%
+137
738
$10.5K 0.01%
100
739
$10.5K 0.01%
413
740
$10.4K 0.01%
45
741
$10.4K 0.01%
324
-26
742
$10.3K 0.01%
525
743
$10.3K 0.01%
182
744
$10.2K 0.01%
197
745
$10.1K 0.01%
265
746
$10.1K 0.01%
194
+14
747
$10.1K 0.01%
135
748
$10.1K 0.01%
76
749
$10.1K 0.01%
+1,345
750
$10.1K 0.01%
76
+18