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
1326
$858 ﹤0.01%
24
-43
1327
$849 ﹤0.01%
5
1328
$848 ﹤0.01%
22
1329
$847 ﹤0.01%
9
+5
1330
$847 ﹤0.01%
23
+12
1331
$846 ﹤0.01%
+18
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$845 ﹤0.01%
3
+1
1333
$844 ﹤0.01%
9
+2
1334
$841 ﹤0.01%
8
-7
1335
$838 ﹤0.01%
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1336
$826 ﹤0.01%
4
+2
1337
$826 ﹤0.01%
31
+5
1338
$825 ﹤0.01%
+15
1339
$819 ﹤0.01%
30
1340
$818 ﹤0.01%
11
+6
1341
$817 ﹤0.01%
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1342
$812 ﹤0.01%
+5
1343
$812 ﹤0.01%
5
-3
1344
$810 ﹤0.01%
13
-1
1345
$810 ﹤0.01%
+58
1346
$805 ﹤0.01%
+10
1347
$802 ﹤0.01%
10
1348
$800 ﹤0.01%
+30
1349
$799 ﹤0.01%
3
1350
$792 ﹤0.01%
7
+6
52 53
54
55 56