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
1251
$1.13K ﹤0.01%
+22
1252
$1.13K ﹤0.01%
19
-1
1253
$1.12K ﹤0.01%
15
1254
$1.11K ﹤0.01%
73
+38
1255
$1.11K ﹤0.01%
6
1256
$1.11K ﹤0.01%
20
-2
1257
$1.1K ﹤0.01%
42
-1
1258
$1.1K ﹤0.01%
18
1259
$1.1K ﹤0.01%
18
-1
1260
$1.1K ﹤0.01%
4
1261
$1.08K ﹤0.01%
6
+2
1262
$1.08K ﹤0.01%
6
+5
1263
$1.07K ﹤0.01%
22
+18
1264
$1.06K ﹤0.01%
22
+6
1265
$1.06K ﹤0.01%
19
1266
$1.06K ﹤0.01%
+27
1267
$1.06K ﹤0.01%
22
+20
1268
$1.06K ﹤0.01%
9
-11
1269
$1.06K ﹤0.01%
18
1270
$1.06K ﹤0.01%
+21
1271
$1.06K ﹤0.01%
9
1272
$1.05K ﹤0.01%
20
+10
1273
$1.04K ﹤0.01%
+13
1274
$1.03K ﹤0.01%
29
-32
1275
$1.03K ﹤0.01%
29
-33
49 50
51
52 53