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
876
$10.9K ﹤0.01%
679
+375
877
$10.9K ﹤0.01%
271
-781
878
$10.8K ﹤0.01%
766
-1,222
879
$10.8K ﹤0.01%
312
+5
880
$10.8K ﹤0.01%
292
+10
881
$10.7K ﹤0.01%
146
+35
882
$10.7K ﹤0.01%
615
883
$10.7K ﹤0.01%
48
+6
884
$10.7K ﹤0.01%
155
+16
885
$10.6K ﹤0.01%
141
-92
886
$10.6K ﹤0.01%
824
887
$10.6K ﹤0.01%
825
+248
888
$10.6K ﹤0.01%
61
+1
889
$10.5K ﹤0.01%
120
+15
890
$10.5K ﹤0.01%
145
-90
891
$10.4K ﹤0.01%
+828
892
$10.4K ﹤0.01%
667
+7
893
$10.4K ﹤0.01%
434
894
$10.3K ﹤0.01%
53
+17
895
$10.3K ﹤0.01%
628
+296
896
$10.3K ﹤0.01%
419
897
$10.3K ﹤0.01%
61
-3
898
$10.1K ﹤0.01%
256
-152
899
$10.1K ﹤0.01%
112
900
$10.1K ﹤0.01%
560
34 35
36
37 38