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
1376
$707 ﹤0.01%
3
-5
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$705 ﹤0.01%
+12
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$700 ﹤0.01%
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1380
$699 ﹤0.01%
10
1381
$694 ﹤0.01%
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$693 ﹤0.01%
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+4
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$692 ﹤0.01%
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$689 ﹤0.01%
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$688 ﹤0.01%
+21
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$678 ﹤0.01%
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$678 ﹤0.01%
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$676 ﹤0.01%
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$676 ﹤0.01%
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$676 ﹤0.01%
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$675 ﹤0.01%
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$671 ﹤0.01%
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$664 ﹤0.01%
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$661 ﹤0.01%
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5
1397
$659 ﹤0.01%
9
-5
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$654 ﹤0.01%
16
1399
$652 ﹤0.01%
7
1400
$644 ﹤0.01%
12
-15
54 55
56
57 58