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
$252M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,747
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$442K
3
+$321K
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$301K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$245K

Top Sells

1
+$594K
2
+$183K
3
+$135K
4
GTLS icon
Chart Industries
GTLS
+$134K
5
SHLS icon
Shoals Technologies Group
SHLS
+$116K

Sector Composition

1 Technology 15.89%
2 Healthcare 12.35%
3 Financials 9.44%
4 Industrials 6.6%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$109K 0.04%
1,767
+12
227
$109K 0.04%
7,413
+9
228
$109K 0.04%
389
+7
229
$108K 0.04%
447
230
$108K 0.04%
277
231
$108K 0.04%
+393
232
$107K 0.04%
1,358
+998
233
$106K 0.04%
1,515
234
$105K 0.04%
1,094
235
$105K 0.04%
899
+1
236
$104K 0.04%
1,364
+236
237
$103K 0.04%
2,161
+1,636
238
$102K 0.04%
1,524
239
$100K 0.04%
5,201
240
$98.4K 0.04%
1,966
+1,948
241
$98K 0.04%
4,820
242
$97.2K 0.04%
1,427
243
$96.6K 0.04%
1,432
+55
244
$95.6K 0.04%
3,492
-274
245
$95.4K 0.04%
2,964
+154
246
$94.9K 0.04%
3,365
+2,937
247
$94.8K 0.04%
731
+120
248
$94.1K 0.04%
837
-8
249
$93.3K 0.04%
356
-1
250
$93.3K 0.04%
1,649
+114
8 9
10
11 12