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
1076
– –
-3
1077
$128 ﹤0.01%
336
1078
$114 ﹤0.01%
1
1079
$81 ﹤0.01%
3
1080
$61 ﹤0.01%
6
1081
$36 ﹤0.01%
1
1082
$17 ﹤0.01%
2
1083
$3 ﹤0.01%
1
-2,606
1084
– –
-305
1085
– –
-2,163
1086
– –
-566
1087
– –
-707
1088
– –
-269
1089
– –
-927
1090
– –
-27
1091
– –
-1,126
1092
– –
-457
1093
– –
-127
1094
– –
-544
1095
– –
-211
1096
– –
-120
1097
– –
-1,015
1098
– –
-174
1099
– –
-120
1100
– –
-652
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