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
901
$4.05K ﹤0.01%
229
902
$4.05K ﹤0.01%
52
+30
903
$4.02K ﹤0.01%
102
904
$3.99K ﹤0.01%
216
905
$3.96K ﹤0.01%
74
906
$3.96K ﹤0.01%
100
907
$3.86K ﹤0.01%
46
+10
908
$3.84K ﹤0.01%
20
+11
909
$3.84K ﹤0.01%
82
+19
910
$3.82K ﹤0.01%
58
+18
911
$3.82K ﹤0.01%
87
912
$3.81K ﹤0.01%
41
913
$3.76K ﹤0.01%
89
-1
914
$3.54K ﹤0.01%
21
915
$3.5K ﹤0.01%
120
916
$3.5K ﹤0.01%
146
917
$3.47K ﹤0.01%
54
918
$3.42K ﹤0.01%
143
+67
919
$3.31K ﹤0.01%
68
920
$3.26K ﹤0.01%
83
921
$3.21K ﹤0.01%
27
922
$3.07K ﹤0.01%
64
923
$3.06K ﹤0.01%
75
924
$3.03K ﹤0.01%
51
925
$3.02K ﹤0.01%
112
35 36
37
38 39