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
1026
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1027
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1028
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1029
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1030
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1031
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1032
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1034
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1035
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1036
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1037
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1038
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1039
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-633
1040
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1041
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-57,934
1042
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1043
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1044
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1045
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1046
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1047
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1048
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1049
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1050
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40 41
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43 44