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
801
$7.88K 0.01%
55
802
$7.87K 0.01%
196
803
$7.87K 0.01%
37
804
$7.84K 0.01%
192
-33
805
$7.77K 0.01%
86
806
$7.73K 0.01%
128
+13
807
$7.72K 0.01%
37
808
$7.71K 0.01%
+336
809
$7.59K 0.01%
90
+6
810
$7.5K 0.01%
385
811
$7.43K 0.01%
137
812
$7.39K 0.01%
+419
813
$7.31K 0.01%
349
814
$7.31K 0.01%
309
+68
815
$7.28K 0.01%
917
816
$7.17K 0.01%
389
+151
817
$7.16K 0.01%
106
+6
818
$7.16K 0.01%
366
819
$7.07K 0.01%
288
820
$7.03K 0.01%
539
821
$7.03K 0.01%
280
822
$7.01K 0.01%
49
823
$6.98K 0.01%
79
-2
824
$6.94K 0.01%
625
+64
825
$6.83K 0.01%
165
31 32
33
34 35