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
976
$1.47K ﹤0.01%
128
977
$1.39K ﹤0.01%
33
978
$1.32K ﹤0.01%
+143
979
$1.31K ﹤0.01%
106
980
$1.27K ﹤0.01%
34
+15
981
$1.27K ﹤0.01%
43
982
$1.26K ﹤0.01%
44
-2
983
$1.25K ﹤0.01%
26
984
$1.24K ﹤0.01%
65
-4
985
$1.24K ﹤0.01%
9
986
$1.21K ﹤0.01%
27
+3
987
$1.21K ﹤0.01%
16
988
$1.18K ﹤0.01%
39
989
$1.16K ﹤0.01%
34
990
$1.16K ﹤0.01%
20
991
$1.15K ﹤0.01%
20
992
$1.1K ﹤0.01%
11
993
$1.1K ﹤0.01%
10
994
$1.07K ﹤0.01%
11
995
$1.07K ﹤0.01%
62
996
$1K ﹤0.01%
9
997
$972 ﹤0.01%
6
998
$971 ﹤0.01%
21
999
$941 ﹤0.01%
+80
1000
$929 ﹤0.01%
21
38 39
40
41 42