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
476
$35.7K 0.01%
402
+199
477
$35.6K 0.01%
2,624
+8
478
$35.5K 0.01%
785
479
$35.3K 0.01%
991
+12
480
$35.2K 0.01%
175
-22
481
$35.1K 0.01%
537
+30
482
$35K 0.01%
610
+280
483
$35K 0.01%
1,156
-11
484
$34.9K 0.01%
629
-147
485
$34.9K 0.01%
73
+6
486
$34.9K 0.01%
1,109
487
$34.9K 0.01%
3,053
+13
488
$34.7K 0.01%
421
489
$34.6K 0.01%
3,366
+5
490
$34.6K 0.01%
900
-19
491
$34.4K 0.01%
519
+34
492
$34.3K 0.01%
2,177
+6
493
$34.2K 0.01%
484
494
$34.1K 0.01%
415
495
$34.1K 0.01%
195
-8
496
$33.9K 0.01%
1,281
+4
497
$33.9K 0.01%
578
+5
498
$33.9K 0.01%
1,425
+4
499
$33.8K 0.01%
526
-47
500
$33.7K 0.01%
497
+199
18 19
20
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