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
301
$21.7K 0.01%
297
-2,838
302
$21.5K 0.01%
159
-4
303
$21.3K 0.01%
268
-27
304
$21K 0.01%
544
-627
305
$21K 0.01%
228
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306
$21K 0.01%
702
+110
307
$20.9K 0.01%
73
-1,785
308
$20.7K 0.01%
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309
$20.6K 0.01%
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-16
310
$20.4K 0.01%
71
-1
311
$20.4K 0.01%
389
-3,825
312
$20.3K 0.01%
580
313
$20K 0.01%
264
-12
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$19.8K 0.01%
91
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315
$19.7K 0.01%
402
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$19.5K 0.01%
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$19.2K 0.01%
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$19.1K 0.01%
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$18.8K 0.01%
113
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$18.7K 0.01%
26
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$18.4K 0.01%
12
323
$18.2K 0.01%
46
-3
324
$17.7K 0.01%
67
325
$17.4K 0.01%
208
11 12
13
14 15