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
426
$9.98K 0.01%
291
+5
427
$9.91K 0.01%
156
-6
428
$9.87K 0.01%
269
+37
429
$9.86K 0.01%
260
-240
430
$9.69K 0.01%
179
+128
431
$9.59K 0.01%
+331
432
$9.53K 0.01%
598
-751
433
$9.42K 0.01%
43
-2
434
$9.37K 0.01%
149
-1,404
435
$9.33K 0.01%
100
436
$9.27K 0.01%
154
437
$9.27K 0.01%
+113
438
$9.19K ﹤0.01%
100
439
$9.14K ﹤0.01%
92
440
$9.12K ﹤0.01%
28
441
$9.12K ﹤0.01%
36
442
$9.07K ﹤0.01%
325
443
$9.04K ﹤0.01%
72
-7
444
$8.98K ﹤0.01%
29
445
$8.89K ﹤0.01%
201
-835
446
$8.79K ﹤0.01%
409
447
$8.69K ﹤0.01%
79
-1,417
448
$8.69K ﹤0.01%
903
-1,041
449
$8.63K ﹤0.01%
41
-19
450
$8.58K ﹤0.01%
358
-376
16 17
18
19 20