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
251
$91.2K 0.04%
826
+6
252
$89.7K 0.04%
+3,811
253
$89.6K 0.04%
4,382
254
$89.5K 0.04%
191
+25
255
$88.9K 0.04%
613
256
$88.4K 0.04%
1,481
+55
257
$88K 0.03%
388
-4
258
$86.9K 0.03%
2,437
259
$86.5K 0.03%
629
260
$86.1K 0.03%
834
261
$85.9K 0.03%
6,399
+6,341
262
$85.4K 0.03%
1,075
+192
263
$85K 0.03%
1,260
264
$84.7K 0.03%
2,316
-29
265
$84.5K 0.03%
1,195
+7
266
$84K 0.03%
1,447
+11
267
$83.5K 0.03%
1,158
+2
268
$83.4K 0.03%
1,936
269
$83.3K 0.03%
2,986
270
$83.1K 0.03%
874
+42
271
$82.3K 0.03%
728
+2
272
$81.7K 0.03%
745
-1
273
$80.5K 0.03%
952
+446
274
$80.2K 0.03%
2,041
-4
275
$78.2K 0.03%
3,501
9 10
11
12 13