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
1001
$906 ﹤0.01%
39
1002
$883 ﹤0.01%
+8
1003
$879 ﹤0.01%
23
1004
$877 ﹤0.01%
22
1005
$865 ﹤0.01%
12
-12
1006
$863 ﹤0.01%
23
1007
$793 ﹤0.01%
18
1008
$789 ﹤0.01%
7
1009
$780 ﹤0.01%
12
1010
$777 ﹤0.01%
12
1011
$770 ﹤0.01%
9
1012
$759 ﹤0.01%
9
1013
$739 ﹤0.01%
7
1014
$738 ﹤0.01%
35
1015
$732 ﹤0.01%
10
1016
$715 ﹤0.01%
30
1017
$698 ﹤0.01%
18
-3
1018
$696 ﹤0.01%
15
1019
$684 ﹤0.01%
17
1020
$676 ﹤0.01%
9
1021
$656 ﹤0.01%
45
1022
$654 ﹤0.01%
26
1023
$649 ﹤0.01%
8
1024
$644 ﹤0.01%
22
1025
$637 ﹤0.01%
+25
39 40
41
42 43