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
1226
$1.38K ﹤0.01%
91
-585
1227
$1.36K ﹤0.01%
14
-149
1228
$1.36K ﹤0.01%
25
+7
1229
$1.34K ﹤0.01%
32
1230
$1.33K ﹤0.01%
64
+20
1231
$1.33K ﹤0.01%
46
-1
1232
$1.32K ﹤0.01%
15
+10
1233
$1.3K ﹤0.01%
14
1234
$1.28K ﹤0.01%
28
-20
1235
$1.28K ﹤0.01%
53
1236
$1.27K ﹤0.01%
+54
1237
$1.26K ﹤0.01%
20
-1
1238
$1.25K ﹤0.01%
11
+1
1239
$1.25K ﹤0.01%
57
1240
$1.25K ﹤0.01%
68
1241
$1.24K ﹤0.01%
+7
1242
$1.22K ﹤0.01%
7
1243
$1.21K ﹤0.01%
+20
1244
$1.2K ﹤0.01%
35
1245
$1.2K ﹤0.01%
20
1246
$1.2K ﹤0.01%
17
1247
$1.19K ﹤0.01%
16
-1
1248
$1.19K ﹤0.01%
27
-4
1249
$1.17K ﹤0.01%
18
+3
1250
$1.17K ﹤0.01%
10
+4
48 49
50
51 52