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
301
$70K 0.03%
859
+159
302
$69.3K 0.03%
313
303
$69K 0.03%
1,519
+492
304
$68.8K 0.03%
2,014
+14
305
$68.1K 0.03%
1,590
+8
306
$67.9K 0.03%
802
+12
307
$67.2K 0.03%
591
+3
308
$66.8K 0.03%
3,546
-344
309
$66.6K 0.03%
393
+1
310
$66.5K 0.03%
3,128
+917
311
$66.5K 0.03%
305
312
$66.5K 0.03%
1,632
+18
313
$66.4K 0.03%
1,195
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314
$66.3K 0.03%
908
-1
315
$66.1K 0.03%
2,102
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316
$64.8K 0.03%
801
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317
$64.4K 0.03%
586
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318
$63.8K 0.03%
192
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319
$63.5K 0.03%
1,565
+183
320
$63.4K 0.03%
1,607
+783
321
$63.2K 0.03%
1,873
-30
322
$63K 0.03%
277
-3
323
$62.7K 0.02%
3,230
-33
324
$62.5K 0.02%
368
-1
325
$62.1K 0.02%
+6,016
11 12
13
14 15