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
726
$17.2K 0.01%
316
+5
727
$17.1K 0.01%
181
-8
728
$17K 0.01%
207
+198
729
$17K 0.01%
140
+16
730
$17K 0.01%
197
+18
731
$16.9K 0.01%
149
732
$16.8K 0.01%
600
+226
733
$16.8K 0.01%
168
734
$16.8K 0.01%
152
+17
735
$16.8K 0.01%
175
736
$16.6K 0.01%
1,716
-417
737
$16.6K 0.01%
747
-17
738
$16.5K 0.01%
371
-8
739
$16.4K 0.01%
478
740
$16.2K 0.01%
556
+110
741
$16.2K 0.01%
516
+23
742
$16.2K 0.01%
237
+50
743
$16.1K 0.01%
1,023
744
$16.1K 0.01%
385
-666
745
$15.9K 0.01%
573
+8
746
$15.8K 0.01%
494
-245
747
$15.7K 0.01%
500
748
$15.7K 0.01%
331
749
$15.6K 0.01%
1,600
750
$15.6K 0.01%
418
-3
28 29
30
31 32