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
1601
$125 ﹤0.01%
+4
1602
$125 ﹤0.01%
12
-871
1603
$122 ﹤0.01%
8
1604
$119 ﹤0.01%
7
-30
1605
$119 ﹤0.01%
4
-244
1606
$119 ﹤0.01%
9
1607
$116 ﹤0.01%
2
-8
1608
$115 ﹤0.01%
9
1609
$113 ﹤0.01%
5
-9
1610
$112 ﹤0.01%
+1
1611
$111 ﹤0.01%
2
1612
$110 ﹤0.01%
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-14
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$110 ﹤0.01%
4
1614
$109 ﹤0.01%
2
-9
1615
$108 ﹤0.01%
3
+1
1616
$108 ﹤0.01%
3
-19
1617
$103 ﹤0.01%
+1
1618
$103 ﹤0.01%
7
-12
1619
$101 ﹤0.01%
+7
1620
$101 ﹤0.01%
1
-89
1621
$100 ﹤0.01%
2
-140
1622
– –
0
1623
$96 ﹤0.01%
21
-894
1624
$96 ﹤0.01%
1
-83
1625
$94 ﹤0.01%
4
-349
63 64
65
66 67