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
1176
$2.09K ﹤0.01%
60
+42
1177
$2.09K ﹤0.01%
131
-37
1178
$2.07K ﹤0.01%
75
+31
1179
$2.06K ﹤0.01%
108
1180
$2.04K ﹤0.01%
145
1181
$2.04K ﹤0.01%
47
-15
1182
$2.03K ﹤0.01%
111
-22
1183
$1.99K ﹤0.01%
16
1184
$1.97K ﹤0.01%
10
1185
$1.95K ﹤0.01%
26
-1
1186
$1.94K ﹤0.01%
28
+11
1187
$1.92K ﹤0.01%
48
+4
1188
$1.91K ﹤0.01%
34
1189
$1.91K ﹤0.01%
20
+10
1190
$1.9K ﹤0.01%
44
+42
1191
$1.88K ﹤0.01%
21
+9
1192
$1.87K ﹤0.01%
47
1193
$1.84K ﹤0.01%
24
1194
$1.82K ﹤0.01%
+100
1195
$1.79K ﹤0.01%
7
-2
1196
$1.78K ﹤0.01%
15
1197
$1.78K ﹤0.01%
+9
1198
$1.78K ﹤0.01%
100
1199
$1.75K ﹤0.01%
22
-10
1200
$1.73K ﹤0.01%
82
-7
46 47
48
49 50