We are live on ! Find out more
SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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
+$1.15M
2
+$476K
3
+$354K
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$314K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$265K

Top Sells

1
+$610K
2
+$183K
3
+$137K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$136K
5
AIG icon
American International
AIG
+$121K

Sector Composition

1 Technology 15.88%
2 Healthcare 12.35%
3 Financials 9.45%
4 Industrials 6.6%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
– –
-69
1652
– –
-23
1653
– –
-470
1654
– –
-10
1655
– –
-65
1656
– –
-12
1657
– –
-51
1658
– –
-41
1659
– –
-7
1660
– –
-12
1661
– –
-15
1662
– –
-2
1663
– –
-10
1664
– –
0
1665
– –
-10,552
1666
– –
-65
1667
– –
-2
1668
– –
-2
1669
– –
-13
1670
– –
-2
1671
– –
-4
1672
– –
-81
1673
– –
-3
1674
– –
-4
1675
– –
-100
65 66
67
68 69