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
751
$15.5K 0.01%
96
+4
752
$15.5K 0.01%
719
-12
753
$15.5K 0.01%
435
+416
754
$15.4K 0.01%
339
755
$15.4K 0.01%
598
+139
756
$15.4K 0.01%
1,181
+1
757
$15.3K 0.01%
397
-148
758
$15.3K 0.01%
89
+39
759
$15.3K 0.01%
71
760
$15.3K 0.01%
408
-6
761
$15.2K 0.01%
519
+131
762
$15.2K 0.01%
360
+15
763
$15.1K 0.01%
316
-249
764
$15.1K 0.01%
548
765
$15.1K 0.01%
238
766
$15K 0.01%
599
+595
767
$14.9K 0.01%
445
-41
768
$14.9K 0.01%
242
+4
769
$14.9K 0.01%
1,197
-17
770
$14.8K 0.01%
440
+8
771
$14.8K 0.01%
372
772
$14.7K 0.01%
110
773
$14.7K 0.01%
47
+5
774
$14.7K 0.01%
54
+1
775
$14.7K 0.01%
382
29 30
31
32 33