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
376
$51K 0.02%
2,839
-25
377
$50.6K 0.02%
616
+2
378
$50.6K 0.02%
1,531
-11
379
$50.6K 0.02%
932
-5
380
$50.1K 0.02%
719
+91
381
$50K 0.02%
1,634
382
$49.9K 0.02%
372
383
$49.8K 0.02%
333
+5
384
$49.5K 0.02%
109
385
$49.3K 0.02%
571
-9
386
$48.7K 0.02%
543
-111
387
$48.6K 0.02%
800
+36
388
$48.6K 0.02%
509
389
$48.5K 0.02%
710
+13
390
$48.4K 0.02%
2,076
-923
391
$48.1K 0.02%
756
392
$48K 0.02%
2,604
+50
393
$47.9K 0.02%
850
+10
394
$47.7K 0.02%
1,307
+15
395
$47.7K 0.02%
1,698
396
$47.5K 0.02%
586
+5
397
$47.4K 0.02%
123
+2
398
$47.4K 0.02%
1,467
399
$47.1K 0.02%
1,236
+77
400
$47.1K 0.02%
1,355
14 15
16
17 18