SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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 15.88%
2 Healthcare 12.35%
3 Financials 9.45%
4 Industrials 6.6%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$574 ﹤0.01%
9
-1
1427
$573 ﹤0.01%
5
+2
1428
$565 ﹤0.01%
6
1429
$561 ﹤0.01%
+2
1430
$561 ﹤0.01%
17
1431
$559 ﹤0.01%
+2
1432
$556 ﹤0.01%
28
1433
$555 ﹤0.01%
6
1434
$547 ﹤0.01%
10
-2
1435
$543 ﹤0.01%
40
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1436
$542 ﹤0.01%
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1437
$537 ﹤0.01%
+23
1438
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3
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1440
$534 ﹤0.01%
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1441
$532 ﹤0.01%
5
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$525 ﹤0.01%
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1443
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$524 ﹤0.01%
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1446
$512 ﹤0.01%
10
+5
1447
$510 ﹤0.01%
10
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1448
$509 ﹤0.01%
7
1449
$506 ﹤0.01%
29
1450
$504 ﹤0.01%
4
+2
56 57
58
59 60