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
726
$1.03K ﹤0.01%
19
727
$1.02K ﹤0.01%
21
-2,552
728
$1.02K ﹤0.01%
14
-100
729
$1.01K ﹤0.01%
25
730
$1.01K ﹤0.01%
5
731
$1K ﹤0.01%
13
732
$993 ﹤0.01%
17
-18
733
$964 ﹤0.01%
30
734
$950 ﹤0.01%
55
-297
735
$944 ﹤0.01%
8
-20
736
$935 ﹤0.01%
8
737
$927 ﹤0.01%
27
738
$926 ﹤0.01%
11
739
$904 ﹤0.01%
4
-7
740
$894 ﹤0.01%
45
-1,144
741
$844 ﹤0.01%
13
-15
742
$842 ﹤0.01%
5
-6
743
$830 ﹤0.01%
12
-11
744
$823 ﹤0.01%
21
-14
745
$805 ﹤0.01%
121
-2,184
746
$804 ﹤0.01%
14
-310
747
$794 ﹤0.01%
18
748
$791 ﹤0.01%
36
-226
749
$780 ﹤0.01%
17
-7
750
$763 ﹤0.01%
6
28 29
30
31 32