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
576
$26.3K 0.01%
1,557
+748
577
$26.3K 0.01%
670
+3
578
$26K 0.01%
+1,442
579
$26K 0.01%
178
+34
580
$26K 0.01%
462
-1
581
$25.9K 0.01%
699
582
$25.9K 0.01%
945
+590
583
$25.8K 0.01%
3,147
-249
584
$25.8K 0.01%
428
+13
585
$25.8K 0.01%
1,377
+13
586
$25.7K 0.01%
3,556
+2,259
587
$25.7K 0.01%
1,018
+1,011
588
$25.6K 0.01%
833
+815
589
$25.5K 0.01%
736
-2
590
$25.4K 0.01%
265
591
$25.3K 0.01%
552
592
$25.1K 0.01%
1,120
593
$25.1K 0.01%
861
+11
594
$24.8K 0.01%
674
+4
595
$24.7K 0.01%
1,674
+1
596
$24.6K 0.01%
953
597
$24.5K 0.01%
75
598
$24.5K 0.01%
87
599
$24.5K 0.01%
200
+175
600
$24.3K 0.01%
3,158
22 23
24
25 26