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
701
$1.31K ﹤0.01%
45
-11
702
$1.3K ﹤0.01%
18
703
$1.29K ﹤0.01%
104
-53
704
$1.28K ﹤0.01%
22
705
$1.27K ﹤0.01%
4
-2
706
$1.25K ﹤0.01%
19
707
$1.25K ﹤0.01%
41
-10
708
$1.24K ﹤0.01%
31
-3
709
$1.23K ﹤0.01%
17
710
$1.2K ﹤0.01%
124
711
$1.2K ﹤0.01%
11
712
$1.18K ﹤0.01%
+16
713
$1.16K ﹤0.01%
18
714
$1.15K ﹤0.01%
32
715
$1.14K ﹤0.01%
35
-625
716
$1.13K ﹤0.01%
139
-3,440
717
$1.13K ﹤0.01%
8
-6
718
$1.1K ﹤0.01%
98
-8,899
719
$1.1K ﹤0.01%
21
-3
720
$1.08K ﹤0.01%
+16
721
$1.08K ﹤0.01%
7
-62
722
$1.06K ﹤0.01%
3
-184
723
$1.06K ﹤0.01%
73
-10
724
$1.05K ﹤0.01%
97
-4,185
725
$1.05K ﹤0.01%
46
-20
27 28
29
30 31