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
1301
$931 ﹤0.01%
+66
1302
$929 ﹤0.01%
6
1303
$923 ﹤0.01%
+47
1304
$920 ﹤0.01%
20
-7
1305
$919 ﹤0.01%
4
1306
$919 ﹤0.01%
21
+10
1307
$918 ﹤0.01%
29
1308
$917 ﹤0.01%
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1309
$905 ﹤0.01%
+9
1310
$903 ﹤0.01%
+35
1311
$899 ﹤0.01%
13
+5
1312
$898 ﹤0.01%
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1313
$897 ﹤0.01%
+27
1314
$895 ﹤0.01%
+26
1315
$894 ﹤0.01%
53
+15
1316
$894 ﹤0.01%
+12
1317
$883 ﹤0.01%
7
1318
$881 ﹤0.01%
34
-37
1319
$880 ﹤0.01%
8
+3
1320
$880 ﹤0.01%
19
+13
1321
$880 ﹤0.01%
+21
1322
$872 ﹤0.01%
5
1323
$865 ﹤0.01%
12
-3
1324
$865 ﹤0.01%
25
-20
1325
$865 ﹤0.01%
30
51 52
53
54 55