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
1126
$3K ﹤0.01%
322
1127
$2.99K ﹤0.01%
19
+6
1128
$2.99K ﹤0.01%
98
+30
1129
$2.99K ﹤0.01%
89
+9
1130
$2.99K ﹤0.01%
86
1131
$2.94K ﹤0.01%
114
1132
$2.94K ﹤0.01%
17
1133
$2.89K ﹤0.01%
53
+18
1134
$2.86K ﹤0.01%
257
+16
1135
$2.85K ﹤0.01%
32
+17
1136
$2.83K ﹤0.01%
55
1137
$2.83K ﹤0.01%
43
+2
1138
$2.79K ﹤0.01%
29
-27
1139
$2.76K ﹤0.01%
14
+2
1140
$2.73K ﹤0.01%
37
1141
$2.73K ﹤0.01%
24
1142
$2.7K ﹤0.01%
16
+1
1143
$2.68K ﹤0.01%
13
-5
1144
$2.68K ﹤0.01%
19
+6
1145
$2.68K ﹤0.01%
33
1146
$2.62K ﹤0.01%
14
+1
1147
$2.58K ﹤0.01%
37
-15
1148
$2.53K ﹤0.01%
19
+9
1149
$2.5K ﹤0.01%
53
-29
1150
$2.48K ﹤0.01%
31
44 45
46
47 48