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
351
$55.9K 0.02%
2,460
+341
352
$55.8K 0.02%
1,988
-16
353
$55.7K 0.02%
578
+6
354
$55.4K 0.02%
634
355
$55.1K 0.02%
783
356
$55K 0.02%
3,073
357
$55K 0.02%
1,267
+293
358
$55K 0.02%
960
+25
359
$54.6K 0.02%
+842
360
$54.4K 0.02%
1,041
361
$54.1K 0.02%
321
362
$53.9K 0.02%
187
+29
363
$53.9K 0.02%
194
-15
364
$53.7K 0.02%
2,177
+10
365
$53.6K 0.02%
494
-54
366
$53.4K 0.02%
471
+6
367
$53.2K 0.02%
649
-4
368
$53.1K 0.02%
2,144
-1
369
$52.4K 0.02%
840
+6
370
$52.3K 0.02%
2,108
371
$52.1K 0.02%
1,197
-1
372
$52K 0.02%
1,178
373
$51.8K 0.02%
1,430
-2
374
$51.3K 0.02%
1,364
-3
375
$51K 0.02%
573
13 14
15
16 17