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
1026
$6.29K ﹤0.01%
55
+11
1027
$6.29K ﹤0.01%
88
-2
1028
$6.25K ﹤0.01%
148
+145
1029
$6.23K ﹤0.01%
195
1030
$6.21K ﹤0.01%
29
+27
1031
$6.19K ﹤0.01%
248
+72
1032
$6.15K ﹤0.01%
202
1033
$6.14K ﹤0.01%
139
-50
1034
$6.08K ﹤0.01%
48
1035
$6K ﹤0.01%
221
1036
$6K ﹤0.01%
53
-8
1037
$5.99K ﹤0.01%
121
-564
1038
$5.99K ﹤0.01%
42
1039
$5.96K ﹤0.01%
549
1040
$5.95K ﹤0.01%
117
+36
1041
$5.91K ﹤0.01%
252
+188
1042
$5.81K ﹤0.01%
71
+26
1043
$5.81K ﹤0.01%
89
+14
1044
$5.78K ﹤0.01%
43
-4
1045
$5.76K ﹤0.01%
100
-15
1046
$5.73K ﹤0.01%
130
1047
$5.73K ﹤0.01%
2,186
+843
1048
$5.67K ﹤0.01%
36
+10
1049
$5.67K ﹤0.01%
39
+4
1050
$5.62K ﹤0.01%
198
40 41
42
43 44