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
751
$9.98K 0.01%
513
752
$9.96K 0.01%
111
753
$9.94K 0.01%
1,154
754
$9.89K 0.01%
121
755
$9.89K 0.01%
9
756
$9.87K 0.01%
394
757
$9.61K 0.01%
870
758
$9.5K 0.01%
833
759
$9.43K 0.01%
141
760
$9.36K 0.01%
230
761
$9.33K 0.01%
369
762
$9.24K 0.01%
948
+48
763
$9.21K 0.01%
378
764
$9.15K 0.01%
103
-487
765
$9.07K 0.01%
418
766
$9.06K 0.01%
377
767
$9.01K 0.01%
101
768
$8.92K 0.01%
147
+40
769
$8.9K 0.01%
239
+115
770
$8.87K 0.01%
349
771
$8.83K 0.01%
120
772
$8.8K 0.01%
228
773
$8.76K 0.01%
80
774
$8.71K 0.01%
139
+15
775
$8.68K 0.01%
552