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
876
$4.91K ﹤0.01%
336
877
$4.9K ﹤0.01%
38
+13
878
$4.89K ﹤0.01%
80
879
$4.89K ﹤0.01%
91
+41
880
$4.87K ﹤0.01%
210
881
$4.84K ﹤0.01%
71
+4
882
$4.83K ﹤0.01%
151
+39
883
$4.82K ﹤0.01%
352
884
$4.76K ﹤0.01%
87
885
$4.66K ﹤0.01%
347
886
$4.6K ﹤0.01%
203
-81
887
$4.55K ﹤0.01%
296
888
$4.5K ﹤0.01%
219
889
$4.46K ﹤0.01%
35
890
$4.43K ﹤0.01%
94
891
$4.42K ﹤0.01%
59
892
$4.4K ﹤0.01%
17
893
$4.35K ﹤0.01%
57
+13
894
$4.26K ﹤0.01%
98
+14
895
$4.23K ﹤0.01%
23
896
$4.21K ﹤0.01%
276
897
$4.2K ﹤0.01%
77
+31
898
$4.13K ﹤0.01%
53
+8
899
$4.13K ﹤0.01%
43
900
$4.11K ﹤0.01%
63
34 35
36
37 38