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
401
$11.2K 0.01%
114
-164
402
$11.1K 0.01%
452
+10
403
$11.1K 0.01%
83
-3
404
$11K 0.01%
192
-23
405
$10.9K 0.01%
152
-1,021
406
$10.9K 0.01%
37
-2
407
$10.8K 0.01%
70
-4
408
$10.8K 0.01%
107
-6
409
$10.7K 0.01%
142
-8
410
$10.7K 0.01%
102
+26
411
$10.7K 0.01%
110
412
$10.7K 0.01%
144
413
$10.6K 0.01%
80
414
$10.4K 0.01%
79
-614
415
$10.4K 0.01%
118
-26
416
$10.3K 0.01%
85
+2
417
$10.3K 0.01%
700
418
$10.3K 0.01%
300
419
$10.2K 0.01%
60
-2
420
$10.2K 0.01%
434
421
$10.1K 0.01%
52
-2
422
$10.1K 0.01%
+449
423
$10K 0.01%
200
+199
424
$9.98K 0.01%
65
-11
425
$9.98K 0.01%
25
15 16
17
18 19