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
951
$2.22K ﹤0.01%
40
+14
952
$2.16K ﹤0.01%
91
-2
953
$2.12K ﹤0.01%
53
+9
954
$2.06K ﹤0.01%
90
955
$2.04K ﹤0.01%
57
956
$1.98K ﹤0.01%
71
957
$1.92K ﹤0.01%
12
+6
958
$1.91K ﹤0.01%
55
959
$1.89K ﹤0.01%
140
960
$1.81K ﹤0.01%
24
961
$1.81K ﹤0.01%
20
962
$1.79K ﹤0.01%
34
963
$1.77K ﹤0.01%
14
964
$1.76K ﹤0.01%
17
965
$1.75K ﹤0.01%
71
+10
966
$1.74K ﹤0.01%
19
967
$1.73K ﹤0.01%
13
968
$1.73K ﹤0.01%
39
+23
969
$1.68K ﹤0.01%
24
970
$1.68K ﹤0.01%
31
+13
971
$1.66K ﹤0.01%
25
+18
972
$1.64K ﹤0.01%
15
+3
973
$1.62K ﹤0.01%
+91
974
$1.59K ﹤0.01%
122
975
$1.51K ﹤0.01%
15
37 38
39
40 41