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
626
$22.8K 0.01%
1,023
+478
627
$22.8K 0.01%
1,372
-22
628
$22.8K 0.01%
192
-9
629
$22.8K 0.01%
1,070
-5
630
$22.6K 0.01%
690
+3
631
$22.5K 0.01%
730
632
$22.5K 0.01%
3,415
633
$22.5K 0.01%
781
-10
634
$22.5K 0.01%
651
+351
635
$22.4K 0.01%
386
+24
636
$22.4K 0.01%
684
637
$22.4K 0.01%
190
638
$22.4K 0.01%
1,701
-8
639
$22.3K 0.01%
480
640
$22.3K 0.01%
1,707
641
$22.3K 0.01%
+1,870
642
$22.1K 0.01%
793
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$22.1K 0.01%
92
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644
$22.1K 0.01%
294
+22
645
$22.1K 0.01%
+504
646
$22.1K 0.01%
158
-4
647
$22K 0.01%
1,572
648
$21.8K 0.01%
273
649
$21.8K 0.01%
1,222
-2
650
$21.6K 0.01%
+855
24 25
26
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