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
1451
$503 ﹤0.01%
+47
1452
$502 ﹤0.01%
8
+6
1453
$500 ﹤0.01%
18
+6
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$499 ﹤0.01%
+37
1455
$498 ﹤0.01%
10
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$497 ﹤0.01%
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$496 ﹤0.01%
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$495 ﹤0.01%
+18
1459
$492 ﹤0.01%
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1460
$491 ﹤0.01%
30
1461
$489 ﹤0.01%
+3
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$488 ﹤0.01%
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$488 ﹤0.01%
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$487 ﹤0.01%
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$486 ﹤0.01%
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-66
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$482 ﹤0.01%
+20
1467
$481 ﹤0.01%
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$479 ﹤0.01%
93
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$478 ﹤0.01%
14
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$478 ﹤0.01%
2
-1
1471
$476 ﹤0.01%
7
+4
1472
$475 ﹤0.01%
10
-13
1473
$469 ﹤0.01%
1
1474
$469 ﹤0.01%
11
1475
$466 ﹤0.01%
8
57 58
59
60 61