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
76
$350K 0.19%
12,132
-70
77
$329K 0.18%
13,506
-708
78
$324K 0.17%
9,915
-6,819
79
$311K 0.17%
1,880
-2,295
80
$309K 0.17%
5,954
81
$308K 0.16%
3,026
-3,683
82
$306K 0.16%
5,588
-1,332
83
$295K 0.16%
2,687
-4,434
84
$286K 0.15%
4,103
-4,333
85
$280K 0.15%
5,703
-2,652
86
$277K 0.15%
480
-233
87
$262K 0.14%
1,408
-4,207
88
$256K 0.14%
2,523
89
$252K 0.13%
8,130
90
$242K 0.13%
2,389
-1,839
91
$233K 0.12%
642
-1,371
92
$228K 0.12%
6,868
-587
93
$227K 0.12%
2,999
-71
94
$224K 0.12%
1,081
-6,086
95
$216K 0.12%
2,204
-2,068
96
$212K 0.11%
2,270
-3
97
$211K 0.11%
2,841
-1,463
98
$210K 0.11%
5,896
99
$209K 0.11%
1,851
+1,731
100
$209K 0.11%
6,604
2 3
4
5 6