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
51
$663K 0.35%
9,566
-2,285
52
$646K 0.35%
10,112
53
$634K 0.34%
6,138
-12,233
54
$605K 0.32%
34,798
-2,492
55
$601K 0.32%
9,370
+410
56
$582K 0.31%
1,410
-1,008
57
$572K 0.31%
1,853
-2,143
58
$568K 0.3%
25,434
59
$565K 0.3%
1,195
-1,244
60
$543K 0.29%
1,320
+36
61
$521K 0.28%
1,103
-957
62
$500K 0.27%
5,186
+100
63
$500K 0.27%
9,885
-190
64
$497K 0.27%
30,504
65
$488K 0.26%
2,301
-3,134
66
$473K 0.25%
11,595
-10,129
67
$463K 0.25%
14,723
+10,851
68
$462K 0.25%
2,047
-4,624
69
$424K 0.23%
13,774
-259
70
$400K 0.21%
15,700
71
$396K 0.21%
3,064
72
$392K 0.21%
1,220
-2
73
$387K 0.21%
13,823
+3,530
74
$358K 0.19%
3,320
75
$354K 0.19%
2,638
-349
1 2
3
4 5