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
176
$122K 0.1%
452
+7
177
$121K 0.1%
3,042
-104
178
$118K 0.09%
2,338
179
$117K 0.09%
2,353
180
$116K 0.09%
2,988
181
$115K 0.09%
1,622
+64
182
$113K 0.09%
1,447
183
$112K 0.09%
1,470
184
$112K 0.09%
4,446
185
$112K 0.09%
1,457
+12
186
$107K 0.08%
839
+34
187
$104K 0.08%
1,930
+42
188
$104K 0.08%
1,328
189
$103K 0.08%
2,660
190
$103K 0.08%
801
191
$102K 0.08%
1,765
192
$101K 0.08%
633
193
$101K 0.08%
957
194
$101K 0.08%
3,236
195
$99.4K 0.08%
1,431
+20
196
$97.1K 0.08%
580
197
$95.9K 0.08%
3,729
+50
198
$95.3K 0.08%
+2,000
199
$95.1K 0.08%
1,819
+35
200
$94.3K 0.07%
1,286
6 7
8
9 10