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
1051
$397 ﹤0.01%
19
1052
$388 ﹤0.01%
13
1053
$371 ﹤0.01%
6
1054
$370 ﹤0.01%
11
1055
$363 ﹤0.01%
13
1056
$363 ﹤0.01%
10
1057
$349 ﹤0.01%
9
1058
$346 ﹤0.01%
16
1059
$335 ﹤0.01%
+3
1060
$324 ﹤0.01%
60
1061
$321 ﹤0.01%
8
1062
$311 ﹤0.01%
13
1063
$305 ﹤0.01%
18
1064
$303 ﹤0.01%
12
1065
$290 ﹤0.01%
5
1066
$282 ﹤0.01%
3
1067
$267 ﹤0.01%
5
1068
$260 ﹤0.01%
14
1069
$255 ﹤0.01%
31
1070
$251 ﹤0.01%
13
1071
$240 ﹤0.01%
+9
1072
$232 ﹤0.01%
20
1073
$229 ﹤0.01%
6
1074
$219 ﹤0.01%
4
1075
$218 ﹤0.01%
4
-4,972
41 42
43
44 45