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
976
– –
-1,509
977
– –
-655
978
– –
-674
979
– –
-372
980
– –
-20
981
– –
-550
982
– –
-782
983
– –
-2,706
984
– –
-19
985
– –
-6
986
– –
-1,283
987
– –
-2,984
988
– –
-431
989
– –
-478
990
– –
-1,427
991
– –
-11
992
– –
-9
993
– –
-3
994
– –
-265
995
– –
-1,765
996
– –
-2,660
997
– –
-852
998
– –
-731
999
– –
-8
1000
– –
-187
38 39
40
41 42