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
201
$92.5K 0.07%
1,418
202
$91.5K 0.07%
1,949
203
$89.4K 0.07%
1,347
+14
204
$86.7K 0.07%
1,635
205
$82.2K 0.07%
10,400
-520
206
$82K 0.06%
1,318
+16
207
$81.2K 0.06%
1,872
+37
208
$80.9K 0.06%
1,102
209
$80.1K 0.06%
817
210
$79.2K 0.06%
1,464
211
$78.8K 0.06%
1,056
212
$77.3K 0.06%
3,468
213
$77K 0.06%
3,324
214
$74.8K 0.06%
3,473
215
$73.4K 0.06%
3,416
216
$72.5K 0.06%
4,809
217
$72K 0.06%
500
218
$69.4K 0.05%
504
219
$69K 0.05%
794
220
$68.9K 0.05%
2,093
-13
221
$68.9K 0.05%
869
222
$68.1K 0.05%
1,646
223
$67.8K 0.05%
837
224
$67.8K 0.05%
2,258
225
$67.1K 0.05%
936
7 8
9
10 11