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
$187M
AUM Growth
-$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,675
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$460K
3
+$388K
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$341K
5
TROW icon
T. Rowe Price
TROW
+$195K

Top Sells

1
+$10.2M
2
+$3.45M
3
+$3.06M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.05M
5
ACIC icon
American Coastal Insurance
ACIC
+$2.25M

Sector Composition

1 Technology 12.59%
2 Healthcare 10.71%
3 Industrials 6.52%
4 Financials 5.63%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40.2K 0.02%
530
+128
227
$39.6K 0.02%
277
-3,977
228
$38.3K 0.02%
1,512
-2,641
229
$38.1K 0.02%
513
-53
230
$38K 0.02%
692
231
$38K 0.02%
530
-30
232
$37.7K 0.02%
307
-5,355
233
$37.2K 0.02%
694
-203
234
$37.2K 0.02%
202
-12
235
$36.8K 0.02%
273
-336
236
$36.3K 0.02%
430
-873
237
$36.2K 0.02%
672
-76
238
$35.8K 0.02%
187
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239
$35.7K 0.02%
1,109
240
$35.3K 0.02%
507
241
$35.3K 0.02%
112
-2
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$34.9K 0.02%
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243
$34.6K 0.02%
2,746
-164
244
$34.2K 0.02%
729
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245
$33.8K 0.02%
472
246
$33.7K 0.02%
73
-2
247
$32.9K 0.02%
419
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248
$32.6K 0.02%
427
-135
249
$32.5K 0.02%
373
-518
250
$31.7K 0.02%
92
-1,565
8 9
10
11 12