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
176
$179K 0.07%
2,457
-8
177
$179K 0.07%
6,087
+1,700
178
$178K 0.07%
873
-26
179
$176K 0.07%
4,211
-16
180
$174K 0.07%
1,358
181
$173K 0.07%
3,767
+15
182
$173K 0.07%
8,262
-2,436
183
$172K 0.07%
3,141
-15
184
$168K 0.07%
4,039
-1,127
185
$167K 0.07%
2,190
-1,087
186
$167K 0.07%
356
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187
$163K 0.06%
1,458
-1
188
$163K 0.06%
933
-15
189
$159K 0.06%
4,410
+59
190
$158K 0.06%
2,261
+77
191
$157K 0.06%
1,872
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192
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595
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193
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5,172
194
$151K 0.06%
1,443
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195
$148K 0.06%
8,616
+11
196
$147K 0.06%
2,327
197
$147K 0.06%
9,544
+9,490
198
$146K 0.06%
1,496
-7
199
$145K 0.06%
6,976
200
$143K 0.06%
+30,294
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