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
276
$25.6K 0.01%
425
-730
277
$25.4K 0.01%
136
278
$25.2K 0.01%
190
279
$25.1K 0.01%
65
-7
280
$25K 0.01%
509
-30
281
$24.9K 0.01%
79
-7
282
$24.7K 0.01%
730
283
$24.6K 0.01%
222
-1,909
284
$24.2K 0.01%
433
-1,002
285
$24.2K 0.01%
480
286
$23.9K 0.01%
100
-1,340
287
$23.9K 0.01%
9
288
$23.7K 0.01%
237
289
$23.7K 0.01%
96
-10
290
$23.6K 0.01%
204
-8
291
$23.2K 0.01%
180
292
$23.2K 0.01%
50
-207
293
$22.9K 0.01%
779
-12
294
$22.7K 0.01%
451
-19
295
$22.6K 0.01%
132
-1,844
296
$22.6K 0.01%
447
-82
297
$22.5K 0.01%
228
-1,150
298
$22.2K 0.01%
400
299
$22.1K 0.01%
72
-8
300
$21.9K 0.01%
351
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10 11
12
13 14