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
76
$527K 0.21%
8,495
+105
77
$524K 0.21%
12,300
+30
78
$522K 0.21%
25,444
79
$520K 0.21%
5,714
+42
80
$518K 0.21%
3,737
-19
81
$497K 0.2%
5,823
+809
82
$495K 0.2%
4,254
+29
83
$478K 0.19%
1,306
+25
84
$473K 0.19%
3,513
+65
85
$467K 0.19%
32,208
86
$463K 0.18%
1,221
+139
87
$454K 0.18%
4,238
+400
88
$446K 0.18%
7,992
+27
89
$440K 0.17%
11,219
-144
90
$423K 0.17%
2,315
+25
91
$417K 0.17%
2,477
+16
92
$413K 0.16%
2,662
+3
93
$413K 0.16%
2,923
+25
94
$410K 0.16%
5,115
+33
95
$408K 0.16%
14,033
+4,141
96
$404K 0.16%
4,095
-36
97
$401K 0.16%
4,469
+9
98
$400K 0.16%
2,425
+68
99
$393K 0.16%
724
+32
100
$389K 0.15%
1,856
-2
2 3
4
5 6