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
526
$4.9K ﹤0.01%
41
-7
527
$4.88K ﹤0.01%
46
-4
528
$4.88K ﹤0.01%
53
-1,882
529
$4.85K ﹤0.01%
76
-5
530
$4.77K ﹤0.01%
48
531
$4.76K ﹤0.01%
21
532
$4.74K ﹤0.01%
139
533
$4.71K ﹤0.01%
134
534
$4.61K ﹤0.01%
545
+285
535
$4.54K ﹤0.01%
34
536
$4.52K ﹤0.01%
37
-4
537
$4.49K ﹤0.01%
43
538
$4.41K ﹤0.01%
94
539
$4.37K ﹤0.01%
1,728
540
$4.28K ﹤0.01%
101
-2,159
541
$4.21K ﹤0.01%
29
-6
542
$4.21K ﹤0.01%
22
-5
543
$4.19K ﹤0.01%
40
544
$4.14K ﹤0.01%
37
545
$4.11K ﹤0.01%
26
-5
546
$4.09K ﹤0.01%
109
-38
547
$4.09K ﹤0.01%
39
-1
548
$4.03K ﹤0.01%
12
-7
549
$4.02K ﹤0.01%
34
-793
550
$4.02K ﹤0.01%
21
20 21
22
23 24