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
201
$142K 0.06%
3,095
+1,302
202
$137K 0.05%
+4,286
203
$136K 0.05%
3,272
-139
204
$136K 0.05%
3,472
-2,209
205
$136K 0.05%
285
+10
206
$134K 0.05%
1,509
+53
207
$130K 0.05%
1,374
-15
208
$130K 0.05%
2,864
+33
209
$129K 0.05%
1,084
+9
210
$129K 0.05%
1,831
211
$128K 0.05%
2,366
+12
212
$125K 0.05%
2,306
+1,097
213
$125K 0.05%
1,097
+4
214
$124K 0.05%
1,019
215
$124K 0.05%
2,927
216
$123K 0.05%
1,164
217
$122K 0.05%
1,640
-20
218
$121K 0.05%
1,341
+679
219
$119K 0.05%
1,256
+206
220
$118K 0.05%
3,574
-12
221
$117K 0.05%
1,071
+3
222
$115K 0.05%
2,673
223
$114K 0.05%
1,125
+13
224
$114K 0.05%
5,821
225
$113K 0.04%
1,412
-2
7 8
9
10 11