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
1001
$7.08K ﹤0.01%
107
1002
$7.05K ﹤0.01%
271
-10
1003
$6.95K ﹤0.01%
424
+40
1004
$6.92K ﹤0.01%
262
-459
1005
$6.91K ﹤0.01%
91
1006
$6.89K ﹤0.01%
411
+37
1007
$6.83K ﹤0.01%
189
-61
1008
$6.81K ﹤0.01%
393
1009
$6.79K ﹤0.01%
60
+8
1010
$6.77K ﹤0.01%
28
-1
1011
$6.74K ﹤0.01%
513
+125
1012
$6.64K ﹤0.01%
27
+16
1013
$6.63K ﹤0.01%
46
-5
1014
$6.61K ﹤0.01%
232
1015
$6.61K ﹤0.01%
73
-8
1016
$6.6K ﹤0.01%
1,277
-13
1017
$6.6K ﹤0.01%
138
-5
1018
$6.58K ﹤0.01%
74
+23
1019
$6.57K ﹤0.01%
157
-5
1020
$6.54K ﹤0.01%
387
-11
1021
$6.5K ﹤0.01%
447
+442
1022
$6.5K ﹤0.01%
295
-540
1023
$6.48K ﹤0.01%
118
+63
1024
$6.45K ﹤0.01%
324
+1
1025
$6.37K ﹤0.01%
167
39 40
41
42 43