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
376
$12.8K 0.01%
411
377
$12.8K 0.01%
115
-19
378
$12.7K 0.01%
122
+12
379
$12.6K 0.01%
179
380
$12.6K 0.01%
207
-1,291
381
$12.5K 0.01%
54
+46
382
$12.4K 0.01%
159
383
$12.4K 0.01%
82
384
$12.3K 0.01%
28
-47
385
$12.3K 0.01%
292
+40
386
$12.1K 0.01%
38
-5
387
$12K 0.01%
139
388
$12K 0.01%
103
-1,566
389
$11.9K 0.01%
39
390
$11.9K 0.01%
60
391
$11.9K 0.01%
89
-2,400
392
$11.9K 0.01%
395
-3,218
393
$11.8K 0.01%
108
394
$11.8K 0.01%
381
395
$11.7K 0.01%
45
+10
396
$11.6K 0.01%
+448
397
$11.4K 0.01%
207
-10
398
$11.4K 0.01%
323
-6,147
399
$11.4K 0.01%
50
-1,071
400
$11.3K 0.01%
59
-2
14 15
16
17 18