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
976
$7.69K ﹤0.01%
60
-6
977
$7.68K ﹤0.01%
42
+7
978
$7.63K ﹤0.01%
266
+4
979
$7.6K ﹤0.01%
2,099
-1,225
980
$7.57K ﹤0.01%
38
-5
981
$7.56K ﹤0.01%
129
982
$7.55K ﹤0.01%
332
+18
983
$7.55K ﹤0.01%
789
-6
984
$7.54K ﹤0.01%
766
+300
985
$7.52K ﹤0.01%
234
+100
986
$7.52K ﹤0.01%
332
-4
987
$7.49K ﹤0.01%
864
-33
988
$7.43K ﹤0.01%
401
-276
989
$7.38K ﹤0.01%
305
-74
990
$7.35K ﹤0.01%
25
+19
991
$7.3K ﹤0.01%
50
+2
992
$7.27K ﹤0.01%
64
+18
993
$7.25K ﹤0.01%
313
+6
994
$7.25K ﹤0.01%
235
+10
995
$7.19K ﹤0.01%
520
-720
996
$7.16K ﹤0.01%
191
+188
997
$7.15K ﹤0.01%
99
+55
998
$7.14K ﹤0.01%
57
999
$7.13K ﹤0.01%
64
-4
1000
$7.09K ﹤0.01%
200
38 39
40
41 42