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
26
$1.35M 0.72%
11,526
-68
27
$1.31M 0.7%
8,843
-3,010
28
$1.28M 0.69%
13,806
-8,038
29
$1.25M 0.67%
6,617
-437
30
$1.19M 0.63%
41,448
-40,935
31
$1.14M 0.61%
4,652
-48
32
$1.05M 0.56%
5,261
-3,674
33
$971K 0.52%
8,859
-859
34
$964K 0.52%
29,975
-1,060
35
$945K 0.51%
2,753
-640
36
$931K 0.5%
4,413
-739
37
$913K 0.49%
5,010
-2,257
38
$901K 0.48%
32,450
-22,920
39
$886K 0.47%
30,322
+3,533
40
$845K 0.45%
8,126
-9,170
41
$829K 0.44%
13,367
-8,527
42
$816K 0.44%
88,303
-91
43
$786K 0.42%
10,519
-480
44
$762K 0.41%
4,273
+412
45
$760K 0.41%
25,839
46
$751K 0.4%
9,737
-6,134
47
$728K 0.39%
3,183
-1,042
48
$721K 0.39%
2,822
-99
49
$711K 0.38%
18,287
-3,452
50
$674K 0.36%
8,397
+5,739
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