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
426
$42.1K 0.02%
533
-5
427
$42.1K 0.02%
233
+2
428
$41.9K 0.02%
1,667
429
$41.9K 0.02%
1,006
-29
430
$41.9K 0.02%
848
+17
431
$41.8K 0.02%
676
-96
432
$41.7K 0.02%
1,171
-13
433
$41.1K 0.02%
1,075
434
$41K 0.02%
241
+15
435
$41K 0.02%
208
-2
436
$41K 0.02%
904
437
$40.9K 0.02%
2,706
-351
438
$40.5K 0.02%
1,045
-20
439
$40.2K 0.02%
1,352
+88
440
$39.9K 0.02%
467
+6
441
$39.8K 0.02%
442
442
$39.8K 0.02%
1,516
443
$39.7K 0.02%
681
-132
444
$39.7K 0.02%
1,729
445
$39.4K 0.02%
610
-13
446
$39.4K 0.02%
1,016
+544
447
$39.3K 0.02%
1,853
+435
448
$39K 0.02%
1,794
+393
449
$38.9K 0.02%
1,712
450
$38.9K 0.02%
698
16 17
18
19 20