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
451
$38.7K 0.02%
1,628
-11
452
$38.6K 0.02%
669
-10
453
$38.3K 0.02%
5,045
+2,527
454
$38.1K 0.02%
+1,497
455
$37.8K 0.02%
707
+5
456
$37.7K 0.02%
951
457
$37.7K 0.02%
428
+2
458
$37.5K 0.01%
2,314
-3
459
$37.4K 0.01%
629
-11
460
$37.4K 0.01%
430
-10
461
$37.3K 0.01%
1,136
-318
462
$37K 0.01%
1,044
+150
463
$37K 0.01%
237
464
$36.7K 0.01%
1,036
-15
465
$36.6K 0.01%
1,234
+16
466
$36.5K 0.01%
5,021
+32
467
$36.5K 0.01%
555
+5
468
$36.2K 0.01%
2,555
-6
469
$36.1K 0.01%
2,175
-24
470
$36K 0.01%
258
-3
471
$36K 0.01%
375
+6
472
$35.9K 0.01%
1,154
+159
473
$35.9K 0.01%
989
474
$35.9K 0.01%
454
-6
475
$35.8K 0.01%
971
-36
17 18
19
20 21