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
101
$387K 0.15%
4,180
-15
102
$381K 0.15%
1,358
+27
103
$379K 0.15%
15,700
+1,200
104
$377K 0.15%
3,991
-168
105
$371K 0.15%
4,856
+21
106
$371K 0.15%
3,859
+262
107
$371K 0.15%
1,057
-13
108
$370K 0.15%
3,480
109
$365K 0.15%
1,229
+6
110
$350K 0.14%
6,325
+41
111
$339K 0.13%
14,214
112
$337K 0.13%
3,522
+367
113
$335K 0.13%
1,982
-3
114
$333K 0.13%
12,202
+8,331
115
$326K 0.13%
680
+53
116
$324K 0.13%
3,080
-1
117
$322K 0.13%
7,563
-2,265
118
$319K 0.13%
4,549
+10
119
$318K 0.13%
5,349
-17
120
$310K 0.12%
2,029
+14
121
$310K 0.12%
2,915
-195
122
$308K 0.12%
3,063
123
$307K 0.12%
1,246
-31
124
$305K 0.12%
502
+1
125
$304K 0.12%
3,025
+11
3 4
5
6 7