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
1626
$94 ﹤0.01%
+10
1627
$94 ﹤0.01%
3
-783
1628
$93 ﹤0.01%
3
1629
$91 ﹤0.01%
1
1630
$90 ﹤0.01%
5
-11
1631
$89 ﹤0.01%
3
-3
1632
$88 ﹤0.01%
6
-805
1633
$85 ﹤0.01%
3
-24
1634
$78 ﹤0.01%
2
-8
1635
$69 ﹤0.01%
2
1636
$49 ﹤0.01%
6
1637
$31 ﹤0.01%
1
1638
$2 ﹤0.01%
1
1639
– –
0
1640
– –
-54
1641
– –
-504
1642
– –
-49
1643
– –
-2,979
1644
– –
-5
1645
– –
-6,835
1646
– –
-337
1647
– –
-7
1648
– –
-179
1649
– –
-2
1650
– –
-10
64 65
66
67 68