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
276
$78.1K 0.03%
1,478
-355
277
$77.7K 0.03%
1,596
+1,550
278
$77.7K 0.03%
1,428
+1
279
$77.7K 0.03%
6,015
-113
280
$77.1K 0.03%
843
+32
281
$77K 0.03%
840
282
$76.7K 0.03%
676
-13
283
$76.2K 0.03%
2,920
+2,913
284
$75.6K 0.03%
1,195
-5
285
$74.8K 0.03%
194
-14
286
$74.7K 0.03%
1,140
-1,028
287
$74.5K 0.03%
+1,267
288
$74K 0.03%
113
+4
289
$73.4K 0.03%
2,490
+10
290
$73.2K 0.03%
177
291
$73.1K 0.03%
+2,690
292
$72K 0.03%
2,385
-23
293
$72K 0.03%
710
+214
294
$71.9K 0.03%
748
-4
295
$71.8K 0.03%
281
296
$71.2K 0.03%
707
297
$71.1K 0.03%
2,260
298
$71K 0.03%
1,801
299
$70.9K 0.03%
891
+21
300
$70.5K 0.03%
1,068
-2
10 11
12
13 14