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
1151
$2.47K ﹤0.01%
25
+5
1152
$2.46K ﹤0.01%
102
1153
$2.46K ﹤0.01%
22
1154
$2.45K ﹤0.01%
9
1155
$2.45K ﹤0.01%
25
1156
$2.41K ﹤0.01%
118
+32
1157
$2.4K ﹤0.01%
6
+2
1158
$2.4K ﹤0.01%
11
1159
$2.39K ﹤0.01%
171
1160
$2.38K ﹤0.01%
21
+12
1161
$2.37K ﹤0.01%
78
-61
1162
$2.37K ﹤0.01%
287
+8
1163
$2.35K ﹤0.01%
45
-16
1164
$2.31K ﹤0.01%
27
1165
$2.3K ﹤0.01%
28
-7
1166
$2.28K ﹤0.01%
84
+16
1167
$2.27K ﹤0.01%
21
+6
1168
$2.25K ﹤0.01%
+112
1169
$2.23K ﹤0.01%
80
1170
$2.23K ﹤0.01%
58
1171
$2.21K ﹤0.01%
112
+89
1172
$2.18K ﹤0.01%
32
+5
1173
$2.15K ﹤0.01%
91
1174
$2.15K ﹤0.01%
91
1175
$2.11K ﹤0.01%
10
-12
45 46
47
48 49