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
951
$8.54K ﹤0.01%
595
-137
952
$8.54K ﹤0.01%
203
+31
953
$8.54K ﹤0.01%
231
954
$8.51K ﹤0.01%
138
-10
955
$8.47K ﹤0.01%
80
+3
956
$8.44K ﹤0.01%
946
+102
957
$8.4K ﹤0.01%
+339
958
$8.36K ﹤0.01%
271
-277
959
$8.36K ﹤0.01%
86
-1
960
$8.28K ﹤0.01%
409
961
$8.25K ﹤0.01%
700
-140
962
$8.19K ﹤0.01%
350
-43
963
$8.14K ﹤0.01%
55
+28
964
$8.12K ﹤0.01%
357
+4
965
$8.05K ﹤0.01%
315
+10
966
$8.04K ﹤0.01%
398
-6
967
$8.04K ﹤0.01%
213
+2
968
$8.01K ﹤0.01%
76
969
$8K ﹤0.01%
235
970
$7.97K ﹤0.01%
411
-13
971
$7.96K ﹤0.01%
367
-156
972
$7.9K ﹤0.01%
33
+29
973
$7.88K ﹤0.01%
88
-70
974
$7.86K ﹤0.01%
93
+15
975
$7.84K ﹤0.01%
300
+100
37 38
39
40 41