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
851
$11.8K ﹤0.01%
39
+36
852
$11.7K ﹤0.01%
85
-2
853
$11.6K ﹤0.01%
178
854
$11.6K ﹤0.01%
1,052
+1,021
855
$11.6K ﹤0.01%
872
-113
856
$11.6K ﹤0.01%
913
+91
857
$11.5K ﹤0.01%
251
+103
858
$11.5K ﹤0.01%
1,152
+17
859
$11.5K ﹤0.01%
1,812
-12
860
$11.5K ﹤0.01%
+693
861
$11.5K ﹤0.01%
+453
862
$11.5K ﹤0.01%
225
+16
863
$11.3K ﹤0.01%
106
864
$11.3K ﹤0.01%
119
+20
865
$11.3K ﹤0.01%
313
-1
866
$11.2K ﹤0.01%
+82
867
$11.2K ﹤0.01%
2,574
+2,552
868
$11.1K ﹤0.01%
1,028
-9
869
$10.9K ﹤0.01%
1,458
870
$10.9K ﹤0.01%
621
-16
871
$10.9K ﹤0.01%
45
+3
872
$10.9K ﹤0.01%
373
-81
873
$10.9K ﹤0.01%
356
+4
874
$10.9K ﹤0.01%
46
+32
875
$10.9K ﹤0.01%
215
+56
33 34
35
36 37