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
26
$1.91M 0.76%
20,999
+315
27
$1.89M 0.75%
17,300
+360
28
$1.73M 0.69%
12,009
+67
29
$1.64M 0.65%
7,287
+45
30
$1.62M 0.64%
77,568
31
$1.56M 0.62%
8,947
-15
32
$1.53M 0.61%
21,851
-40
33
$1.44M 0.57%
22,920
-745
34
$1.37M 0.54%
7,783
+38
35
$1.36M 0.54%
11,594
-83
36
$1.35M 0.54%
12,259
-5,401
37
$1.35M 0.54%
2,624
+69
38
$1.31M 0.52%
6,647
+155
39
$1.25M 0.5%
800,238
+6,750
40
$1.19M 0.47%
15,372
+34
41
$1.14M 0.45%
6,856
+180
42
$1.1M 0.44%
5,029
43
$1.09M 0.43%
20,825
+547
44
$1.08M 0.43%
5,503
+50
45
$1.08M 0.43%
3,938
+92
46
$1.04M 0.41%
6,435
-101
47
$1.01M 0.4%
19,980
+666
48
$986K 0.39%
3,041
+14
49
$919K 0.37%
88,303
-44
50
$916K 0.36%
31,037
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