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
1201
$1.73K ﹤0.01%
139
1202
$1.71K ﹤0.01%
17
+8
1203
$1.7K ﹤0.01%
13
+11
1204
$1.67K ﹤0.01%
7
1205
$1.67K ﹤0.01%
2
1206
$1.64K ﹤0.01%
247
1207
$1.63K ﹤0.01%
25
-40
1208
$1.61K ﹤0.01%
24
+15
1209
$1.6K ﹤0.01%
23
1210
$1.59K ﹤0.01%
71
+16
1211
$1.59K ﹤0.01%
59
+10
1212
$1.55K ﹤0.01%
40
-8
1213
$1.54K ﹤0.01%
48
1214
$1.54K ﹤0.01%
24
+13
1215
$1.53K ﹤0.01%
10
+3
1216
$1.53K ﹤0.01%
33
+9
1217
$1.52K ﹤0.01%
31
1218
$1.52K ﹤0.01%
37
-1
1219
$1.46K ﹤0.01%
32
+4
1220
$1.46K ﹤0.01%
273
1221
$1.45K ﹤0.01%
8
1222
$1.45K ﹤0.01%
13
+8
1223
$1.43K ﹤0.01%
24
1224
$1.43K ﹤0.01%
22
1225
$1.4K ﹤0.01%
48
+16
47 48
49
50 51