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
1476
$465 ﹤0.01%
5
1477
$462 ﹤0.01%
3
+2
1478
$458 ﹤0.01%
7
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$450 ﹤0.01%
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$448 ﹤0.01%
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$448 ﹤0.01%
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1483
$448 ﹤0.01%
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$447 ﹤0.01%
+4
1485
$445 ﹤0.01%
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$440 ﹤0.01%
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$437 ﹤0.01%
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$430 ﹤0.01%
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$430 ﹤0.01%
6
+2
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$428 ﹤0.01%
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$425 ﹤0.01%
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$421 ﹤0.01%
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$419 ﹤0.01%
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1496
$416 ﹤0.01%
+28
1497
$414 ﹤0.01%
4
1498
$410 ﹤0.01%
23
-22
1499
$395 ﹤0.01%
5
1500
$392 ﹤0.01%
+34
58 59
60
61 62