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
851
$5.99K ﹤0.01%
77
-11
852
$5.89K ﹤0.01%
426
+48
853
$5.86K ﹤0.01%
56
+3
854
$5.86K ﹤0.01%
89
+32
855
$5.8K ﹤0.01%
449
856
$5.73K ﹤0.01%
66
857
$5.6K ﹤0.01%
552
858
$5.58K ﹤0.01%
440
859
$5.57K ﹤0.01%
132
860
$5.54K ﹤0.01%
183
861
$5.49K ﹤0.01%
74
+17
862
$5.44K ﹤0.01%
+134
863
$5.43K ﹤0.01%
159
+15
864
$5.37K ﹤0.01%
307
+67
865
$5.3K ﹤0.01%
48
866
$5.26K ﹤0.01%
45
867
$5.21K ﹤0.01%
133
868
$5.17K ﹤0.01%
108
869
$5.14K ﹤0.01%
124
870
$5.14K ﹤0.01%
774
+161
871
$5.13K ﹤0.01%
9
872
$5.12K ﹤0.01%
600
873
$5.05K ﹤0.01%
78
+20
874
$4.98K ﹤0.01%
299
875
$4.92K ﹤0.01%
174