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
776
$290 ﹤0.01%
3
-2
777
$278 ﹤0.01%
6
-385
778
$275 ﹤0.01%
2
779
$273 ﹤0.01%
8
780
$247 ﹤0.01%
7
-9
781
$245 ﹤0.01%
14
782
$235 ﹤0.01%
5
-202
783
$215 ﹤0.01%
8
-1,553
784
$202 ﹤0.01%
10
-1,188
785
$185 ﹤0.01%
2
+1
786
$178 ﹤0.01%
6
-31
787
$169 ﹤0.01%
6
-764
788
$168 ﹤0.01%
+5
789
$166 ﹤0.01%
12
-29
790
$162 ﹤0.01%
2
-6
791
$135 ﹤0.01%
1
-8
792
$134 ﹤0.01%
1
-6
793
$120 ﹤0.01%
100
794
$111 ﹤0.01%
+8
795
$111 ﹤0.01%
9
796
$109 ﹤0.01%
3
+1
797
$108 ﹤0.01%
7
+2
798
– –
0
799
$83 ﹤0.01%
1
800
$70 ﹤0.01%
2
30 31
32
33 34