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
1076
$4.49K ﹤0.01%
42
-2
1077
$4.49K ﹤0.01%
96
-8
1078
$4.46K ﹤0.01%
9
+8
1079
$4.44K ﹤0.01%
202
-45
1080
$4.42K ﹤0.01%
63
-13
1081
$4.42K ﹤0.01%
15
+2
1082
$4.4K ﹤0.01%
27
+5
1083
$4.38K ﹤0.01%
42
1084
$4.38K ﹤0.01%
16
+4
1085
$4.34K ﹤0.01%
101
1086
$4.33K ﹤0.01%
21
1087
$4.21K ﹤0.01%
+265
1088
$4.19K ﹤0.01%
68
1089
$4.17K ﹤0.01%
46
1090
$4.17K ﹤0.01%
75
1091
$4.17K ﹤0.01%
452
1092
$4.17K ﹤0.01%
87
-17
1093
$4.15K ﹤0.01%
43
+4
1094
$4.09K ﹤0.01%
194
1095
$4.08K ﹤0.01%
117
-19
1096
$4.05K ﹤0.01%
+94
1097
$3.86K ﹤0.01%
43
1098
$3.81K ﹤0.01%
36
1099
$3.8K ﹤0.01%
64
+6
1100
$3.75K ﹤0.01%
33
42 43
44
45 46