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
676
$1.6K ﹤0.01%
15
677
$1.58K ﹤0.01%
25
-601
678
$1.58K ﹤0.01%
9
679
$1.57K ﹤0.01%
96
680
$1.57K ﹤0.01%
14
681
$1.55K ﹤0.01%
28
682
$1.52K ﹤0.01%
21
-15
683
$1.51K ﹤0.01%
86
684
$1.5K ﹤0.01%
15
-3
685
$1.5K ﹤0.01%
15
-1,125
686
$1.48K ﹤0.01%
52
-2,015
687
$1.47K ﹤0.01%
22
688
$1.47K ﹤0.01%
21
-436
689
$1.46K ﹤0.01%
24
+1
690
$1.46K ﹤0.01%
131
-18
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$1.44K ﹤0.01%
3
692
$1.43K ﹤0.01%
15
693
$1.43K ﹤0.01%
33
-19
694
$1.4K ﹤0.01%
6
695
$1.38K ﹤0.01%
20
-4
696
$1.37K ﹤0.01%
11
697
$1.36K ﹤0.01%
56
698
$1.34K ﹤0.01%
108
-9
699
$1.34K ﹤0.01%
44
+6
700
$1.33K ﹤0.01%
58
+3
26 27
28
29 30