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
1401
$638 ﹤0.01%
7
-3
1402
$638 ﹤0.01%
+9
1403
$637 ﹤0.01%
5
1404
$635 ﹤0.01%
20
+2
1405
$630 ﹤0.01%
8
+1
1406
$627 ﹤0.01%
11
1407
$624 ﹤0.01%
26
1408
$619 ﹤0.01%
14
1409
$616 ﹤0.01%
39
-14
1410
$612 ﹤0.01%
20
+4
1411
$608 ﹤0.01%
29
+23
1412
$607 ﹤0.01%
6
-355
1413
$607 ﹤0.01%
10
+2
1414
$606 ﹤0.01%
+2
1415
$599 ﹤0.01%
13
-26
1416
$599 ﹤0.01%
46
-5
1417
$598 ﹤0.01%
43
-563
1418
$596 ﹤0.01%
6
-1
1419
$595 ﹤0.01%
8
1420
$590 ﹤0.01%
5
+3
1421
$587 ﹤0.01%
15
1422
$585 ﹤0.01%
4
1423
$580 ﹤0.01%
38
-914
1424
$579 ﹤0.01%
+9
1425
$575 ﹤0.01%
6
-6
55 56
57
58 59