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
1051
$5.61K ﹤0.01%
63
-22
1052
$5.5K ﹤0.01%
50
+10
1053
$5.46K ﹤0.01%
57
+2
1054
$5.39K ﹤0.01%
1,728
1055
$5.37K ﹤0.01%
240
+20
1056
$5.36K ﹤0.01%
13
-3
1057
$5.36K ﹤0.01%
36
+4
1058
$5.25K ﹤0.01%
25
-4
1059
$5.25K ﹤0.01%
27
1060
$5.2K ﹤0.01%
182
1061
$5.19K ﹤0.01%
56
-19
1062
$5.07K ﹤0.01%
688
+155
1063
$5.07K ﹤0.01%
132
-17
1064
$5.03K ﹤0.01%
147
1065
$5.03K ﹤0.01%
57
+5
1066
$5.01K ﹤0.01%
40
1067
$4.98K ﹤0.01%
52
-5
1068
$4.79K ﹤0.01%
94
-2
1069
$4.78K ﹤0.01%
47
-58
1070
$4.76K ﹤0.01%
180
1071
$4.75K ﹤0.01%
626
+599
1072
$4.72K ﹤0.01%
141
1073
$4.64K ﹤0.01%
157
+45
1074
$4.63K ﹤0.01%
38
1075
$4.5K ﹤0.01%
30
+17
41 42
43
44 45