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
326
$62.1K 0.02%
648
+164
327
$62.1K 0.02%
847
+5
328
$61.2K 0.02%
1,790
329
$61.2K 0.02%
5,696
+51
330
$61.2K 0.02%
+6,418
331
$61.1K 0.02%
3,405
+224
332
$60.7K 0.02%
1,285
+13
333
$60.7K 0.02%
+5,327
334
$60.5K 0.02%
2,816
-17
335
$60.2K 0.02%
+11,638
336
$60.2K 0.02%
1,696
-4
337
$59.8K 0.02%
1,582
+237
338
$59.6K 0.02%
1,598
-63
339
$59.5K 0.02%
2,117
340
$59.5K 0.02%
2,046
+20
341
$59K 0.02%
+2,497
342
$59K 0.02%
803
-11
343
$57.6K 0.02%
921
+598
344
$57.1K 0.02%
4,319
+20
345
$56.8K 0.02%
+4,543
346
$56.5K 0.02%
1,022
-8
347
$56.3K 0.02%
704
348
$56.3K 0.02%
540
+39
349
$56.2K 0.02%
298
350
$55.9K 0.02%
3,770
-172
12 13
14
15 16