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
1051
– –
-29
1052
– –
-6
1053
– –
-1,238
1054
– –
-27
1055
– –
-1,979
1056
– –
-1,128
1057
– –
-5,150
1058
– –
-5
1059
– –
-15
1060
– –
-10
1061
– –
-83
1062
– –
-2,105
1063
– –
-60
1064
– –
-1,479
1065
– –
-633
1066
– –
-15
1067
– –
-57,934
1068
– –
-2,455
1069
– –
-4
1070
– –
-3,885
1071
– –
-2,189
1072
– –
-1,034
1073
– –
-462
1074
– –
-2,503
1075
– –
-493
41 42
43
44 45