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
701
$18.6K 0.01%
307
702
$18.4K 0.01%
817
-2
703
$18.4K 0.01%
200
+4
704
$18.4K 0.01%
439
+3
705
$18.4K 0.01%
1,387
-7
706
$18.3K 0.01%
412
-4
707
$18.3K 0.01%
656
+3
708
$18.2K 0.01%
219
-1
709
$18.2K 0.01%
206
-11
710
$18.2K 0.01%
1,728
-688
711
$18.2K 0.01%
349
712
$18.1K 0.01%
103
-1
713
$18.1K 0.01%
90
-9
714
$18K 0.01%
191
+21
715
$17.9K 0.01%
154
+81
716
$17.9K 0.01%
437
-127
717
$17.8K 0.01%
208
718
$17.8K 0.01%
+524
719
$17.6K 0.01%
421
720
$17.6K 0.01%
277
721
$17.4K 0.01%
440
+74
722
$17.4K 0.01%
671
-17
723
$17.4K 0.01%
1,840
+1,156
724
$17.3K 0.01%
137
+32
725
$17.3K 0.01%
1,643
27 28
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