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
401
$47K 0.02%
1,619
402
$46.3K 0.02%
4,436
-38
403
$46.3K 0.02%
1,634
404
$46.1K 0.02%
1,285
+351
405
$45.9K 0.02%
2,368
+24
406
$45.9K 0.02%
600
+6
407
$45.7K 0.02%
984
408
$45.5K 0.02%
264
-69
409
$45.3K 0.02%
1,947
-1,687
410
$44.9K 0.02%
1,394
-24
411
$44.7K 0.02%
1,345
+1,329
412
$44.4K 0.02%
2,001
413
$44.1K 0.02%
1,942
+12
414
$43.9K 0.02%
780
+18
415
$43.9K 0.02%
840
416
$43.4K 0.02%
548
417
$43.3K 0.02%
914
418
$43.2K 0.02%
3,065
+2,457
419
$43K 0.02%
732
+6
420
$43K 0.02%
20
+1
421
$42.8K 0.02%
2,195
-27
422
$42.5K 0.02%
1,598
+37
423
$42.2K 0.02%
3,313
+9
424
$42.1K 0.02%
631
-22
425
$42.1K 0.02%
246
+73
15 16
17
18 19