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
476
$7.23K ﹤0.01%
26
-840
477
$7.2K ﹤0.01%
157
478
$7.16K ﹤0.01%
16
479
$7.06K ﹤0.01%
42
+22
480
$7.03K ﹤0.01%
49
-4
481
$6.98K ﹤0.01%
45
482
$6.92K ﹤0.01%
308
+200
483
$6.9K ﹤0.01%
34
484
$6.87K ﹤0.01%
100
-3,102
485
$6.83K ﹤0.01%
154
-771
486
$6.72K ﹤0.01%
12
-3
487
$6.7K ﹤0.01%
69
-1
488
$6.7K ﹤0.01%
62
+26
489
$6.55K ﹤0.01%
374
490
$6.34K ﹤0.01%
77
-5
491
$6.15K ﹤0.01%
84
-7
492
$5.99K ﹤0.01%
198
493
$5.98K ﹤0.01%
112
494
$5.92K ﹤0.01%
121
495
$5.92K ﹤0.01%
510
496
$5.92K ﹤0.01%
33
-1
497
$5.86K ﹤0.01%
500
498
$5.84K ﹤0.01%
195
-2
499
$5.8K ﹤0.01%
101
500
$5.72K ﹤0.01%
152
+28
18 19
20
21 22