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
526
$30.6K 0.01%
665
-2,295
527
$30.5K 0.01%
388
+4
528
$30.1K 0.01%
1,052
-313
529
$30.1K 0.01%
472
530
$30K 0.01%
407
-7
531
$30K 0.01%
615
+608
532
$29.9K 0.01%
423
-116
533
$29.9K 0.01%
359
+1
534
$29.9K 0.01%
2,086
+234
535
$29.8K 0.01%
615
-32
536
$29.7K 0.01%
767
-379
537
$29.5K 0.01%
2,197
-9
538
$29.3K 0.01%
1,759
+210
539
$29.3K 0.01%
790
-3
540
$29K 0.01%
751
+17
541
$28.7K 0.01%
401
542
$28.7K 0.01%
323
+6
543
$28.6K 0.01%
515
544
$28.5K 0.01%
2,557
+86
545
$28.3K 0.01%
1,043
+19
546
$28.3K 0.01%
2,547
547
$28.3K 0.01%
1,383
+598
548
$28.2K 0.01%
2,041
549
$28.1K 0.01%
94
-9
550
$28.1K 0.01%
2,866
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