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
651
$1.93K ﹤0.01%
100
652
$1.92K ﹤0.01%
29
653
$1.91K ﹤0.01%
43
654
$1.9K ﹤0.01%
24
-9
655
$1.9K ﹤0.01%
9
656
$1.89K ﹤0.01%
14
-11
657
$1.88K ﹤0.01%
22
-75
658
$1.86K ﹤0.01%
9
-149
659
$1.85K ﹤0.01%
47
-259
660
$1.81K ﹤0.01%
35
-18
661
$1.79K ﹤0.01%
23
662
$1.78K ﹤0.01%
24
-12
663
$1.75K ﹤0.01%
15
664
$1.73K ﹤0.01%
33
665
$1.71K ﹤0.01%
+40
666
$1.7K ﹤0.01%
88
667
$1.7K ﹤0.01%
12
668
$1.7K ﹤0.01%
21
669
$1.68K ﹤0.01%
54
670
$1.65K ﹤0.01%
9
671
$1.65K ﹤0.01%
62
-7
672
$1.65K ﹤0.01%
145
673
$1.64K ﹤0.01%
17
674
$1.63K ﹤0.01%
48
675
$1.62K ﹤0.01%
8
25 26
27
28 29