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
626
$2.31K ﹤0.01%
7
-276
627
$2.3K ﹤0.01%
72
+59
628
$2.29K ﹤0.01%
247
629
$2.28K ﹤0.01%
11
630
$2.27K ﹤0.01%
11
-3
631
$2.22K ﹤0.01%
53
+9
632
$2.2K ﹤0.01%
96
-358
633
$2.19K ﹤0.01%
74
-9
634
$2.18K ﹤0.01%
301
-894
635
$2.16K ﹤0.01%
215
-55
636
$2.14K ﹤0.01%
80
637
$2.1K ﹤0.01%
26
638
$2.09K ﹤0.01%
9
-4
639
$2.07K ﹤0.01%
15
640
$2.04K ﹤0.01%
17
-2
641
$2.04K ﹤0.01%
82
-20
642
$2.03K ﹤0.01%
11
-4
643
$2.02K ﹤0.01%
70
644
$2.02K ﹤0.01%
10
+4
645
$2K ﹤0.01%
4
646
$2K ﹤0.01%
111
-39
647
$1.98K ﹤0.01%
33
648
$1.97K ﹤0.01%
29
-3
649
$1.97K ﹤0.01%
29
650
$1.96K ﹤0.01%
24
-5
24 25
26
27 28