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
501
$5.54K ﹤0.01%
38
-2
502
$5.5K ﹤0.01%
33
-7
503
$5.46K ﹤0.01%
10
-112
504
$5.45K ﹤0.01%
135
-188
505
$5.43K ﹤0.01%
91
-28
506
$5.32K ﹤0.01%
524
+20
507
$5.31K ﹤0.01%
26
-16
508
$5.29K ﹤0.01%
132
509
$5.28K ﹤0.01%
36
-6
510
$5.28K ﹤0.01%
73
-15
511
$5.26K ﹤0.01%
138
-2,789
512
$5.26K ﹤0.01%
27
513
$5.25K ﹤0.01%
+72
514
$5.25K ﹤0.01%
77
-1,340
515
$5.24K ﹤0.01%
65
-1,336
516
$5.2K ﹤0.01%
85
-103
517
$5.19K ﹤0.01%
51
-5
518
$5.15K ﹤0.01%
63
-14
519
$5.14K ﹤0.01%
52
520
$5.13K ﹤0.01%
213
-418
521
$5.09K ﹤0.01%
13
-5
522
$5.07K ﹤0.01%
136
523
$4.94K ﹤0.01%
198
-9
524
$4.94K ﹤0.01%
38
525
$4.91K ﹤0.01%
1,742
-798,493
19 20
21
22 23