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
1526
$340 ﹤0.01%
8
-2
1527
$337 ﹤0.01%
8
-21
1528
$335 ﹤0.01%
2
-801
1529
$334 ﹤0.01%
2
+1
1530
$333 ﹤0.01%
11
1531
$329 ﹤0.01%
4
1532
$328 ﹤0.01%
8
+4
1533
$327 ﹤0.01%
13
1534
$324 ﹤0.01%
7
+4
1535
$313 ﹤0.01%
19
+6
1536
$309 ﹤0.01%
3
-7
1537
$304 ﹤0.01%
5
1538
$301 ﹤0.01%
1
1539
$301 ﹤0.01%
1
-29
1540
$299 ﹤0.01%
+3
1541
$298 ﹤0.01%
55
-1,923
1542
$294 ﹤0.01%
2
+1
1543
$292 ﹤0.01%
+12
1544
$282 ﹤0.01%
+4
1545
$280 ﹤0.01%
6
-1,413
1546
$278 ﹤0.01%
10
1547
$276 ﹤0.01%
22
+14
1548
$272 ﹤0.01%
30
1549
$270 ﹤0.01%
5
-11
1550
$266 ﹤0.01%
5
60 61
62
63 64