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
1101
$3.68K ﹤0.01%
27
1102
$3.64K ﹤0.01%
126
+30
1103
$3.62K ﹤0.01%
61
1104
$3.59K ﹤0.01%
95
-16
1105
$3.48K ﹤0.01%
418
+394
1106
$3.46K ﹤0.01%
20
+11
1107
$3.42K ﹤0.01%
22
1108
$3.41K ﹤0.01%
349
+110
1109
$3.39K ﹤0.01%
101
+76
1110
$3.37K ﹤0.01%
389
-38
1111
$3.34K ﹤0.01%
74
1112
$3.34K ﹤0.01%
63
-6
1113
$3.33K ﹤0.01%
87
+57
1114
$3.31K ﹤0.01%
34
1115
$3.28K ﹤0.01%
16
1116
$3.27K ﹤0.01%
108
+13
1117
$3.27K ﹤0.01%
97
+41
1118
$3.24K ﹤0.01%
33
-7
1119
$3.2K ﹤0.01%
64
1120
$3.13K ﹤0.01%
40
1121
$3.11K ﹤0.01%
100
1122
$3.11K ﹤0.01%
352
1123
$3.07K ﹤0.01%
43
1124
$3.07K ﹤0.01%
8
+6
1125
$3.05K ﹤0.01%
20
43 44
45
46 47