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
326
$17.4K 0.01%
89
327
$17.2K 0.01%
100
-6
328
$17.1K 0.01%
727
-1,131
329
$17K 0.01%
67
-4
330
$17K 0.01%
300
-30
331
$17K 0.01%
99
-10
332
$16.7K 0.01%
155
-4
333
$16.6K 0.01%
176
-573
334
$16.5K 0.01%
78
-6
335
$16.5K 0.01%
92
-4
336
$16.3K 0.01%
372
337
$16.3K 0.01%
331
-7
338
$16.2K 0.01%
145
339
$16.2K 0.01%
201
+103
340
$16.1K 0.01%
106
341
$16.1K 0.01%
63
-10
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$15.9K 0.01%
350
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$15.9K 0.01%
243
344
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387
-11
345
$15.6K 0.01%
493
-13
346
$15.5K 0.01%
97
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347
$15.4K 0.01%
100
348
$14.9K 0.01%
66
-29
349
$14.7K 0.01%
70
-4
350
$14.7K 0.01%
256
12 13
14
15 16