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
1501
$389 ﹤0.01%
+4
1502
$386 ﹤0.01%
13
1503
$381 ﹤0.01%
+12
1504
$381 ﹤0.01%
6
-12
1505
$379 ﹤0.01%
8
1506
$379 ﹤0.01%
5
1507
$377 ﹤0.01%
6
+4
1508
$376 ﹤0.01%
25
-1,366
1509
$376 ﹤0.01%
3
1510
$376 ﹤0.01%
6
1511
$375 ﹤0.01%
8
1512
$375 ﹤0.01%
1
1513
$367 ﹤0.01%
+2
1514
$366 ﹤0.01%
21
+6
1515
$365 ﹤0.01%
22
1516
$360 ﹤0.01%
12
1517
$359 ﹤0.01%
18
-494
1518
$358 ﹤0.01%
5
-8
1519
$356 ﹤0.01%
6
-167
1520
$353 ﹤0.01%
15
+4
1521
$352 ﹤0.01%
2
1522
$351 ﹤0.01%
1
-1
1523
$349 ﹤0.01%
2
1524
$347 ﹤0.01%
16
-547
1525
$345 ﹤0.01%
+10
59 60
61
62 63