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
251
$31.7K 0.02%
334
-2,668
252
$31.4K 0.02%
686
-1,760
253
$31.3K 0.02%
88
-745
254
$31.2K 0.02%
376
-1,388
255
$30.7K 0.02%
146
+93
256
$30.3K 0.02%
362
-24
257
$29.7K 0.02%
234
-1,198
258
$29.6K 0.02%
178
-2,507
259
$29.5K 0.02%
195
-2
260
$29.2K 0.02%
76
261
$28.9K 0.02%
772
-3,005
262
$28.8K 0.02%
710
+187
263
$28.1K 0.02%
530
-11,840
264
$27.9K 0.01%
34
-2
265
$27.8K 0.01%
166
+59
266
$27.8K 0.01%
141
-1
267
$27.4K 0.01%
548
-1,067
268
$27.3K 0.01%
165
-1,635
269
$27K 0.01%
1,455
-9,671
270
$26.7K 0.01%
500
271
$26.7K 0.01%
108
-1,150
272
$26.6K 0.01%
192
-3
273
$26.5K 0.01%
320
-561
274
$26.3K 0.01%
108
275
$25.8K 0.01%
552
9 10
11
12 13