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
901
$10.1K ﹤0.01%
91
-48
902
$10.1K ﹤0.01%
+3,468
903
$10K ﹤0.01%
343
-19
904
$10K ﹤0.01%
364
+217
905
$9.97K ﹤0.01%
64
+11
906
$9.91K ﹤0.01%
385
907
$9.86K ﹤0.01%
69
+23
908
$9.79K ﹤0.01%
492
-17
909
$9.74K ﹤0.01%
301
+88
910
$9.67K ﹤0.01%
102
+13
911
$9.66K ﹤0.01%
287
-13
912
$9.65K ﹤0.01%
147
+145
913
$9.63K ﹤0.01%
204
+66
914
$9.6K ﹤0.01%
29
915
$9.57K ﹤0.01%
428
+11
916
$9.52K ﹤0.01%
341
917
$9.42K ﹤0.01%
72
918
$9.4K ﹤0.01%
59
+28
919
$9.39K ﹤0.01%
603
+251
920
$9.37K ﹤0.01%
+579
921
$9.32K ﹤0.01%
746
922
$9.31K ﹤0.01%
998
-187
923
$9.22K ﹤0.01%
44
-2
924
$9.2K ﹤0.01%
1,759
+1,719
925
$9.16K ﹤0.01%
440
+435
35 36
37
38 39