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
576
$3.18K ﹤0.01%
81
577
$3.15K ﹤0.01%
338
-3,231
578
$3.13K ﹤0.01%
199
579
$3.11K ﹤0.01%
58
+5
580
$3.11K ﹤0.01%
47
581
$3.08K ﹤0.01%
35
-4
582
$3.04K ﹤0.01%
33
-1,007
583
$2.99K ﹤0.01%
24
584
$2.98K ﹤0.01%
15
585
$2.98K ﹤0.01%
162
-3,321
586
$2.96K ﹤0.01%
110
-1,985
587
$2.95K ﹤0.01%
20
588
$2.95K ﹤0.01%
+1,113
589
$2.94K ﹤0.01%
16
-6
590
$2.94K ﹤0.01%
48
591
$2.93K ﹤0.01%
68
592
$2.92K ﹤0.01%
76
-94
593
$2.88K ﹤0.01%
31
594
$2.88K ﹤0.01%
114
595
$2.86K ﹤0.01%
+12
596
$2.86K ﹤0.01%
54
-246
597
$2.84K ﹤0.01%
8
-87
598
$2.83K ﹤0.01%
28
-4
599
$2.81K ﹤0.01%
4
-2
600
$2.77K ﹤0.01%
142
+2
22 23
24
25 26