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
1276
$1.03K ﹤0.01%
88
1277
$1.03K ﹤0.01%
19
1278
$1.02K ﹤0.01%
+124
1279
$1.02K ﹤0.01%
4
+3
1280
$1.01K ﹤0.01%
37
-293
1281
$1.01K ﹤0.01%
35
+5
1282
$1.01K ﹤0.01%
10
1283
$991 ﹤0.01%
+67
1284
$986 ﹤0.01%
+30
1285
$986 ﹤0.01%
+36
1286
$985 ﹤0.01%
17
+3
1287
$982 ﹤0.01%
+7
1288
$981 ﹤0.01%
58
1289
$981 ﹤0.01%
17
1290
$974 ﹤0.01%
47
-1,513
1291
$972 ﹤0.01%
7
1292
$964 ﹤0.01%
11
+4
1293
$963 ﹤0.01%
32
+15
1294
$957 ﹤0.01%
21
1295
$956 ﹤0.01%
11
+6
1296
$949 ﹤0.01%
34
+14
1297
$942 ﹤0.01%
18
-1
1298
$939 ﹤0.01%
12
+4
1299
$934 ﹤0.01%
103
+1
1300
$934 ﹤0.01%
6
50 51
52
53 54