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
76
$279K 0.22%
2,257
+1,210
77
$278K 0.22%
1,974
78
$275K 0.22%
8,948
+7,216
79
$264K 0.21%
3,164
+2,000
80
$259K 0.21%
5,075
81
$253K 0.2%
2,337
82
$252K 0.2%
17,820
-920
83
$250K 0.2%
1,533
+3
84
$244K 0.19%
1,513
85
$243K 0.19%
2,849
+13
86
$243K 0.19%
1,922
87
$242K 0.19%
3,894
+16
88
$241K 0.19%
4,961
+17
89
$241K 0.19%
2,403
90
$238K 0.19%
877
+5
91
$238K 0.19%
4,295
-35
92
$238K 0.19%
1,203
93
$237K 0.19%
4,254
-12
94
$236K 0.19%
3,161
+30
95
$236K 0.19%
1,456
96
$234K 0.19%
4,239
+11
97
$234K 0.18%
1,227
+3
98
$226K 0.18%
5,472
-680
99
$224K 0.18%
5,097
-70
100
$224K 0.18%
1,684
+14
2 3
4
5 6