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
826
$6.83K 0.01%
248
827
$6.68K 0.01%
212
828
$6.64K 0.01%
190
829
$6.64K 0.01%
190
830
$6.6K 0.01%
356
831
$6.59K 0.01%
294
+33
832
$6.58K 0.01%
+544
833
$6.49K 0.01%
121
+13
834
$6.47K 0.01%
90
835
$6.28K 0.01%
573
836
$6.27K 0.01%
51
837
$6.24K ﹤0.01%
195
+46
838
$6.23K ﹤0.01%
58
+14
839
$6.21K ﹤0.01%
67
+18
840
$6.21K ﹤0.01%
78
+15
841
$6.18K ﹤0.01%
+58
842
$6.17K ﹤0.01%
344
843
$6.16K ﹤0.01%
89
-55
844
$6.13K ﹤0.01%
93
845
$6.11K ﹤0.01%
1,084
-761
846
$6.11K ﹤0.01%
142
847
$6.11K ﹤0.01%
189
-340
848
$6.08K ﹤0.01%
51
849
$6.08K ﹤0.01%
311
+67
850
$6.08K ﹤0.01%
246
32 33
34
35 36