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
501
$33.7K 0.01%
260
-2
502
$33.5K 0.01%
459
-3
503
$33.3K 0.01%
692
504
$33.2K 0.01%
418
+6
505
$33.1K 0.01%
979
+85
506
$33.1K 0.01%
3,517
-89
507
$33.1K 0.01%
1,399
-14
508
$33K 0.01%
2,106
+1,741
509
$32.9K 0.01%
3,417
+40
510
$32.7K 0.01%
373
+294
511
$32.6K 0.01%
667
512
$32.4K 0.01%
411
513
$32.3K 0.01%
389
-4
514
$32.3K 0.01%
502
+164
515
$32.2K 0.01%
+1,785
516
$32.1K 0.01%
1,116
517
$31.7K 0.01%
1,248
518
$31.7K 0.01%
645
+9
519
$31.4K 0.01%
1,558
-264
520
$31.1K 0.01%
774
-144
521
$31K 0.01%
792
+143
522
$31K 0.01%
115
+11
523
$31K 0.01%
1,441
-171
524
$30.9K 0.01%
2,413
-28
525
$30.7K 0.01%
274
-17
19 20
21
22 23