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
51
$908K 0.36%
11,792
+67
52
$896K 0.36%
105,369
-723
53
$823K 0.33%
54,260
+4,900
54
$818K 0.33%
5,327
+133
55
$816K 0.32%
30,239
56
$796K 0.32%
11,023
57
$792K 0.31%
1,841
+79
58
$780K 0.31%
3,655
+6
59
$770K 0.31%
2,921
+6
60
$757K 0.3%
4,237
-6
61
$748K 0.3%
4,419
62
$725K 0.29%
2,420
+3
63
$703K 0.28%
3,128
-13
64
$698K 0.28%
25,839
+11,165
65
$667K 0.26%
42,408
-800
66
$641K 0.25%
2,031
+117
67
$626K 0.25%
2,571
+1
68
$619K 0.25%
1,282
+3
69
$613K 0.24%
16,375
-310
70
$610K 0.24%
10,112
71
$593K 0.24%
6,923
+213
72
$592K 0.24%
11,714
-2,666
73
$567K 0.23%
4,435
+42
74
$551K 0.22%
1,635
-17
75
$549K 0.22%
3,889
+222
1 2
3
4 5