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
1026
$633 ﹤0.01%
11
1027
$629 ﹤0.01%
9
+1
1028
$623 ﹤0.01%
26
1029
$623 ﹤0.01%
16
1030
$584 ﹤0.01%
14
1031
$577 ﹤0.01%
4
1032
$574 ﹤0.01%
9
1033
$553 ﹤0.01%
14
1034
$550 ﹤0.01%
16
1035
$549 ﹤0.01%
8
-337
1036
$536 ﹤0.01%
4
1037
$529 ﹤0.01%
5
1038
$525 ﹤0.01%
21
1039
$522 ﹤0.01%
10
1040
$506 ﹤0.01%
9
1041
$501 ﹤0.01%
41
1042
$474 ﹤0.01%
22
1043
$472 ﹤0.01%
7
1044
$447 ﹤0.01%
7
1045
$435 ﹤0.01%
9
1046
$418 ﹤0.01%
33
1047
$418 ﹤0.01%
29
-1
1048
$415 ﹤0.01%
35
-28
1049
$405 ﹤0.01%
3
1050
$399 ﹤0.01%
25
40 41
42
43 44