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
801
$13.6K 0.01%
399
-10
802
$13.6K 0.01%
81
+29
803
$13.5K 0.01%
411
804
$13.5K 0.01%
287
805
$13.4K 0.01%
751
+741
806
$13.4K 0.01%
42
-1
807
$13.4K 0.01%
192
-11
808
$13.4K 0.01%
661
+5
809
$13.4K 0.01%
381
810
$13.4K 0.01%
428
+58
811
$13.2K 0.01%
468
-3
812
$13.1K 0.01%
612
-9
813
$13K 0.01%
66
+6
814
$12.9K 0.01%
3,450
+55
815
$12.9K 0.01%
604
-24
816
$12.8K 0.01%
210
+25
817
$12.8K 0.01%
694
+21
818
$12.8K 0.01%
90
+7
819
$12.8K 0.01%
1,064
-52
820
$12.8K 0.01%
40
-1
821
$12.7K 0.01%
105
-1
822
$12.7K 0.01%
156
-4
823
$12.7K 0.01%
217
+117
824
$12.6K 0.01%
1,675
+66
825
$12.5K 0.01%
424
+58
31 32
33
34 35