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
551
$28K 0.01%
5,171
552
$28K 0.01%
5,528
+18
553
$28K 0.01%
853
+15
554
$27.9K 0.01%
140
+9
555
$27.8K 0.01%
214
+12
556
$27.7K 0.01%
247
-1
557
$27.5K 0.01%
207
558
$27.5K 0.01%
212
+3
559
$27.5K 0.01%
1,415
+188
560
$27.5K 0.01%
584
+13
561
$27.4K 0.01%
140
+33
562
$27.3K 0.01%
409
-2
563
$27.2K 0.01%
401
-196
564
$27.2K 0.01%
69
-2
565
$27.2K 0.01%
750
566
$27.1K 0.01%
663
-2
567
$27K 0.01%
1,226
568
$27K 0.01%
547
+4
569
$26.9K 0.01%
1,889
-7
570
$26.8K 0.01%
916
+3
571
$26.7K 0.01%
733
+20
572
$26.6K 0.01%
798
+158
573
$26.6K 0.01%
621
+8
574
$26.5K 0.01%
407
-5
575
$26.4K 0.01%
2,211
+604
21 22
23
24 25