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
776
$8.65K 0.01%
231
777
$8.5K 0.01%
475
778
$8.46K 0.01%
475
779
$8.46K 0.01%
179
780
$8.43K 0.01%
76
781
$8.43K 0.01%
+414
782
$8.42K 0.01%
390
783
$8.42K 0.01%
423
784
$8.39K 0.01%
190
785
$8.37K 0.01%
141
+39
786
$8.35K 0.01%
519
787
$8.35K 0.01%
98
788
$8.35K 0.01%
140
789
$8.28K 0.01%
105
790
$8.16K 0.01%
234
791
$8.16K 0.01%
397
792
$8.13K 0.01%
262
793
$8.13K 0.01%
486
794
$8.13K 0.01%
204
+40
795
$8.03K 0.01%
67
796
$8.03K 0.01%
222
797
$7.99K 0.01%
1,069
798
$7.98K 0.01%
211
799
$7.97K 0.01%
1,085
800
$7.91K 0.01%
108