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SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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
+$1.72M
2
+$455K
3
+$402K
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$334K
5
TROW icon
T. Rowe Price
TROW
+$198K

Top Sells

1
+$9.08M
2
+$3.09M
3
+$3.06M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.62M

Sector Composition

1 Technology 12.58%
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
801
$38 ﹤0.01%
1
-410
802
$37 ﹤0.01%
2
-3,226
803
$1 ﹤0.01%
1
804
– –
-2,116
805
– –
-1,486
806
– –
-439
807
– –
-1,380
808
– –
-206
809
– –
-3,777
810
– –
-1,837
811
– –
-2,063
812
– –
-1,367
813
– –
-491
814
– –
-17
815
– –
-2,865
816
– –
-691
817
– –
-605
818
– –
-11
819
– –
-1,853
820
– –
-424
821
– –
-27
822
– –
-10
823
– –
-1,898
824
– –
-8
825
– –
-1,568
31 32
33
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