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
1101
– –
-9
1102
– –
-602
1103
– –
-11
1104
– –
-1,632
1105
– –
-935
1106
– –
-15
1107
– –
-1,408
1108
– –
-708
1109
– –
-11
1110
– –
-1,732
1111
– –
-5
1112
– –
-1,896
1113
– –
-3
1114
– –
-1,129
1115
– –
-1
1116
– –
-8
1117
– –
-19
1118
– –
-230
1119
– –
-1,790
1120
– –
-1,245
1121
– –
-446
1122
– –
-968
1123
– –
-1,104
1124
– –
-26
1125
– –
-11
43 44
45
46 47