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
926
$2.96K ﹤0.01%
34
+8
927
$2.96K ﹤0.01%
47
928
$2.95K ﹤0.01%
+89
929
$2.94K ﹤0.01%
67
+19
930
$2.92K ﹤0.01%
45
+13
931
$2.92K ﹤0.01%
18
932
$2.85K ﹤0.01%
81
933
$2.83K ﹤0.01%
33
934
$2.8K ﹤0.01%
23
935
$2.79K ﹤0.01%
47
936
$2.74K ﹤0.01%
94
+3
937
$2.73K ﹤0.01%
109
938
$2.69K ﹤0.01%
224
-18
939
$2.66K ﹤0.01%
80
940
$2.64K ﹤0.01%
88
941
$2.58K ﹤0.01%
65
942
$2.56K ﹤0.01%
116
943
$2.54K ﹤0.01%
28
944
$2.52K ﹤0.01%
132
+35
945
$2.5K ﹤0.01%
29
946
$2.47K ﹤0.01%
19
+16
947
$2.45K ﹤0.01%
22
948
$2.42K ﹤0.01%
68
949
$2.31K ﹤0.01%
99
950
$2.3K ﹤0.01%
270
36 37
38
39 40