We are live on ! Find out more
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
876
– –
-107
877
– –
-7
878
– –
-1,438
879
– –
-413
880
– –
-312
881
– –
-8
882
– –
-27
883
– –
-14
884
– –
-110
885
– –
-19
886
– –
-1,759
887
– –
-3,885
888
– –
-2,189
889
– –
-687
890
– –
-450
891
– –
-6
892
– –
-11
893
– –
-9
894
– –
-3
895
– –
-265
896
– –
-1,765
897
– –
-2
898
– –
-2,306
899
– –
-9
900
– –
-33
34 35
36
37 38