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
676
$20K 0.01%
2,423
+17
677
$20K 0.01%
1,353
+288
678
$19.9K 0.01%
257
+12
679
$19.9K 0.01%
791
+287
680
$19.8K 0.01%
212
-4
681
$19.7K 0.01%
371
-3
682
$19.7K 0.01%
783
+318
683
$19.7K 0.01%
324
+5
684
$19.7K 0.01%
256
685
$19.6K 0.01%
1,480
686
$19.6K 0.01%
548
+36
687
$19.4K 0.01%
394
+2
688
$19.4K 0.01%
400
+6
689
$19.3K 0.01%
546
+49
690
$19.2K 0.01%
11
691
$19.2K 0.01%
2,824
692
$19.2K 0.01%
322
693
$19K 0.01%
280
694
$19K 0.01%
592
-11
695
$18.9K 0.01%
690
-5
696
$18.9K 0.01%
81
+16
697
$18.8K 0.01%
306
-32
698
$18.7K 0.01%
+623
699
$18.6K 0.01%
350
700
$18.6K 0.01%
526
-171
26 27
28
29 30