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
551
$3.99K ﹤0.01%
148
-28
552
$3.98K ﹤0.01%
100
553
$3.95K ﹤0.01%
13
-378
554
$3.89K ﹤0.01%
236
-2,054
555
$3.88K ﹤0.01%
29
556
$3.83K ﹤0.01%
70
-34
557
$3.83K ﹤0.01%
+50
558
$3.79K ﹤0.01%
95
-8
559
$3.75K ﹤0.01%
+49
560
$3.75K ﹤0.01%
85
-21
561
$3.7K ﹤0.01%
27
562
$3.59K ﹤0.01%
141
563
$3.54K ﹤0.01%
61
564
$3.53K ﹤0.01%
98
-10
565
$3.48K ﹤0.01%
64
566
$3.45K ﹤0.01%
40
-238
567
$3.41K ﹤0.01%
53
+1
568
$3.4K ﹤0.01%
45
569
$3.37K ﹤0.01%
43
-2,379
570
$3.36K ﹤0.01%
31
-1
571
$3.31K ﹤0.01%
119
-58
572
$3.3K ﹤0.01%
112
573
$3.29K ﹤0.01%
42
+3
574
$3.28K ﹤0.01%
9
575
$3.26K ﹤0.01%
89
-35
21 22
23
24 25