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
351
$14.7K 0.01%
112
-13
352
$14.6K 0.01%
48
+36
353
$14.4K 0.01%
77
-4
354
$14.3K 0.01%
131
-726
355
$14.2K 0.01%
47
356
$14.1K 0.01%
64
-6
357
$14.1K 0.01%
170
-65
358
$14K 0.01%
+1,126
359
$14K 0.01%
930
-4,766
360
$13.9K 0.01%
181
-11
361
$13.9K 0.01%
162
362
$13.6K 0.01%
139
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363
$13.5K 0.01%
118
-17
364
$13.4K 0.01%
685
+121
365
$13.3K 0.01%
200
-1,351
366
$13.2K 0.01%
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368
$13.2K 0.01%
187
-2,167
369
$13.1K 0.01%
225
370
$13K 0.01%
39
371
$13K 0.01%
234
-1,344
372
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100
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373
$12.9K 0.01%
260
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374
$12.9K 0.01%
207
-6
375
$12.9K 0.01%
71
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