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
1576
$195 ﹤0.01%
72
-1,016
1577
$190 ﹤0.01%
12
-33
1578
$189 ﹤0.01%
2
-172
1579
$186 ﹤0.01%
2
-9
1580
$177 ﹤0.01%
4
1581
$167 ﹤0.01%
+2
1582
$165 ﹤0.01%
+12
1583
$164 ﹤0.01%
7
-7
1584
$163 ﹤0.01%
8
1585
$162 ﹤0.01%
+4
1586
$160 ﹤0.01%
+4
1587
$159 ﹤0.01%
3
1588
$159 ﹤0.01%
+25
1589
$158 ﹤0.01%
3
-8
1590
$157 ﹤0.01%
+18
1591
$156 ﹤0.01%
1
1592
$156 ﹤0.01%
8
-8
1593
$154 ﹤0.01%
1
-6
1594
$148 ﹤0.01%
8
1595
$145 ﹤0.01%
2
-6
1596
$142 ﹤0.01%
3
-199
1597
$134 ﹤0.01%
6
-2
1598
$132 ﹤0.01%
+2
1599
$127 ﹤0.01%
26
-1,343
1600
$125 ﹤0.01%
3
-437
62 63
64
65 66