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
776
$14.6K 0.01%
70
+11
777
$14.6K 0.01%
1,085
-8
778
$14.6K 0.01%
499
-101
779
$14.6K 0.01%
941
+9
780
$14.5K 0.01%
373
781
$14.5K 0.01%
709
782
$14.4K 0.01%
401
-7
783
$14.4K 0.01%
3,769
-310
784
$14.3K 0.01%
100
785
$14.3K 0.01%
391
-8
786
$14.3K 0.01%
66
+6
787
$14.2K 0.01%
107
+13
788
$14.2K 0.01%
408
+103
789
$14.2K 0.01%
107
+1
790
$14.1K 0.01%
195
+4
791
$14.1K 0.01%
+392
792
$13.9K 0.01%
813
793
$13.8K 0.01%
436
+202
794
$13.8K 0.01%
192
+5
795
$13.8K 0.01%
1,976
+17
796
$13.8K 0.01%
5,576
+57
797
$13.8K 0.01%
200
+13
798
$13.7K 0.01%
56
+16
799
$13.7K 0.01%
411
800
$13.7K 0.01%
1,487
-862
30 31
32
33 34