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
451
$8.55K ﹤0.01%
71
-1,000
452
$8.48K ﹤0.01%
75
-31
453
$8.47K ﹤0.01%
156
-2,940
454
$8.37K ﹤0.01%
270
-1,005
455
$8.34K ﹤0.01%
263
456
$8.32K ﹤0.01%
154
-40
457
$8.31K ﹤0.01%
59
-2
458
$8.03K ﹤0.01%
203
-28
459
$8.02K ﹤0.01%
231
460
$8.01K ﹤0.01%
110
461
$7.99K ﹤0.01%
232
462
$7.98K ﹤0.01%
85
-6
463
$7.98K ﹤0.01%
59
-14
464
$7.92K ﹤0.01%
57
465
$7.88K ﹤0.01%
242
-3,907
466
$7.84K ﹤0.01%
124
+13
467
$7.59K ﹤0.01%
128
-161
468
$7.59K ﹤0.01%
47
-38
469
$7.56K ﹤0.01%
115
+12
470
$7.54K ﹤0.01%
602
-7,875
471
$7.53K ﹤0.01%
560
-879
472
$7.51K ﹤0.01%
173
+3
473
$7.43K ﹤0.01%
121
-1,102
474
$7.39K ﹤0.01%
115
-4,541
475
$7.37K ﹤0.01%
10
-446
17 18
19
20 21