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
651
$21.5K 0.01%
183
652
$21.5K 0.01%
6,085
-367
653
$21.3K 0.01%
256
-22
654
$21.3K 0.01%
580
655
$21.3K 0.01%
36
656
$21.2K 0.01%
360
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657
$21.2K 0.01%
655
+645
658
$21.1K 0.01%
729
659
$21.1K 0.01%
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660
$21K 0.01%
270
+13
661
$21K 0.01%
618
-200
662
$21K 0.01%
529
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663
$20.9K 0.01%
237
664
$20.9K 0.01%
1,195
-28
665
$20.6K 0.01%
81
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$20.6K 0.01%
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$20.5K 0.01%
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$20.3K 0.01%
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670
$20.3K 0.01%
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2,847
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672
$20.2K 0.01%
344
673
$20.1K 0.01%
589
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674
$20.1K 0.01%
407
675
$20.1K 0.01%
2,748
+2,356
25 26
27
28 29