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
826
$12.5K 0.01%
170
827
$12.5K 0.01%
433
-554
828
$12.5K ﹤0.01%
542
-3
829
$12.5K ﹤0.01%
593
+34
830
$12.4K ﹤0.01%
2,981
-13
831
$12.4K ﹤0.01%
1,264
-375
832
$12.4K ﹤0.01%
652
+7
833
$12.3K ﹤0.01%
225
-75
834
$12.3K ﹤0.01%
+287
835
$12.3K ﹤0.01%
732
836
$12.3K ﹤0.01%
785
+761
837
$12.2K ﹤0.01%
370
+117
838
$12.2K ﹤0.01%
1,946
-2
839
$12.2K ﹤0.01%
359
+8
840
$12.1K ﹤0.01%
40
-4
841
$12.1K ﹤0.01%
746
-11
842
$12.1K ﹤0.01%
51
-2
843
$12.1K ﹤0.01%
85
-2
844
$12K ﹤0.01%
566
845
$12K ﹤0.01%
181
-1
846
$11.9K ﹤0.01%
1,118
-29
847
$11.9K ﹤0.01%
1,715
848
$11.8K ﹤0.01%
489
+15
849
$11.8K ﹤0.01%
597
850
$11.8K ﹤0.01%
102
32 33
34
35 36