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
601
$24.3K 0.01%
287
+2
602
$24.2K 0.01%
249
603
$24.1K 0.01%
1,017
+27
604
$24.1K 0.01%
484
+13
605
$24.1K 0.01%
798
606
$24.1K 0.01%
453
607
$24K 0.01%
231
+4
608
$24K 0.01%
435
-47
609
$24K 0.01%
818
-15
610
$23.9K 0.01%
382
+2
611
$23.9K 0.01%
505
-6
612
$23.9K 0.01%
769
+757
613
$23.8K 0.01%
520
-20
614
$23.7K 0.01%
779
615
$23.7K 0.01%
463
-2,082
616
$23.7K 0.01%
888
-8
617
$23.6K 0.01%
216
618
$23.5K 0.01%
105
+10
619
$23.4K 0.01%
136
620
$23.4K 0.01%
2,231
+9
621
$23K 0.01%
334
+6
622
$23K 0.01%
325
+14
623
$23K 0.01%
126
+3
624
$22.9K 0.01%
740
+289
625
$22.8K 0.01%
508
+492
23 24
25
26 27