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
601
$2.76K ﹤0.01%
47
-24
602
$2.74K ﹤0.01%
76
-12
603
$2.73K ﹤0.01%
171
-10
604
$2.73K ﹤0.01%
100
605
$2.72K ﹤0.01%
122
-1,908
606
$2.64K ﹤0.01%
44
607
$2.62K ﹤0.01%
58
608
$2.58K ﹤0.01%
322
609
$2.58K ﹤0.01%
59
-464
610
$2.55K ﹤0.01%
+21
611
$2.53K ﹤0.01%
23
-3
612
$2.53K ﹤0.01%
30
-22
613
$2.5K ﹤0.01%
58
614
$2.5K ﹤0.01%
146
-71
615
$2.47K ﹤0.01%
10
616
$2.44K ﹤0.01%
43
-4,692
617
$2.43K ﹤0.01%
95
618
$2.42K ﹤0.01%
7
619
$2.42K ﹤0.01%
18
-5
620
$2.39K ﹤0.01%
8
-5
621
$2.39K ﹤0.01%
145
622
$2.38K ﹤0.01%
273
623
$2.37K ﹤0.01%
49
-24
624
$2.33K ﹤0.01%
158
-102
625
$2.31K ﹤0.01%
21
23 24
25
26 27