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
926
$9.16K ﹤0.01%
422
-53
927
$9.12K ﹤0.01%
90
928
$9.07K ﹤0.01%
325
929
$9.05K ﹤0.01%
1,821
930
$9K ﹤0.01%
465
+5
931
$9K ﹤0.01%
227
-17
932
$8.99K ﹤0.01%
194
933
$8.99K ﹤0.01%
231
934
$8.99K ﹤0.01%
416
+10
935
$8.89K ﹤0.01%
272
-7
936
$8.87K ﹤0.01%
203
+192
937
$8.87K ﹤0.01%
423
-124
938
$8.84K ﹤0.01%
504
-17
939
$8.83K ﹤0.01%
2,849
940
$8.8K ﹤0.01%
1,097
-12
941
$8.77K ﹤0.01%
355
-175
942
$8.77K ﹤0.01%
390
+9
943
$8.76K ﹤0.01%
+417
944
$8.74K ﹤0.01%
457
945
$8.72K ﹤0.01%
462
-42
946
$8.67K ﹤0.01%
314
+4
947
$8.66K ﹤0.01%
156
948
$8.63K ﹤0.01%
791
-24
949
$8.6K ﹤0.01%
+789
950
$8.57K ﹤0.01%
117
+86
36 37
38
39 40