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
1351
$779 ﹤0.01%
3
1352
$770 ﹤0.01%
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1353
$766 ﹤0.01%
18
-12
1354
$765 ﹤0.01%
11
-1
1355
$761 ﹤0.01%
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1356
$761 ﹤0.01%
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-349
1357
$758 ﹤0.01%
+17
1358
$755 ﹤0.01%
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-2
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$751 ﹤0.01%
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$751 ﹤0.01%
7
+6
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$748 ﹤0.01%
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$748 ﹤0.01%
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$739 ﹤0.01%
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$736 ﹤0.01%
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$736 ﹤0.01%
39
+9
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$729 ﹤0.01%
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$729 ﹤0.01%
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$718 ﹤0.01%
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$718 ﹤0.01%
+6
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$714 ﹤0.01%
20
-12
1372
$713 ﹤0.01%
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1373
$711 ﹤0.01%
+85
1374
$708 ﹤0.01%
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1375
$708 ﹤0.01%
12
53 54
55
56 57