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
1
$11.8M 9.36%
751,862
+1,502
2
$11M 8.75%
1,147,626
+65,670
3
$4.38M 3.47%
176,308
+5,108
4
$3.62M 2.87%
71,688
+3,436
5
$3.41M 2.7%
697,048
+34,060
6
$3.19M 2.53%
199,688
+14,276
7
$3.02M 2.39%
22,302
-182
8
$2.15M 1.7%
44,712
+1,424
9
$2.13M 1.68%
59,032
+4,960
10
$2.01M 1.59%
16,653
+239
11
$1.78M 1.41%
17,095
-221
12
$1.74M 1.38%
13,179
+2,849
13
$1.65M 1.3%
31,264
+822
14
$1.37M 1.09%
19,904
+137
15
$1.34M 1.06%
19,144
-72
16
$1.16M 0.92%
14,426
-96
17
$1.12M 0.89%
12,143
+390
18
$1.06M 0.84%
25,577
+3,073
19
$1.02M 0.81%
22,786
+3,600
20
$912K 0.72%
12,252
21
$871K 0.69%
9,526
+93
22
$829K 0.66%
5,401
+21
23
$798K 0.63%
15,715
24
$794K 0.63%
6,763
+6
25
$790K 0.63%
32,576
+398
1
2 3 4 5