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
1201
– –
-1,810
1202
– –
-257
1203
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1204
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-47
1205
– –
-1,709
1206
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-3
1207
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-6
1208
– –
-74
1209
– –
-1,050
1210
– –
-1,466
1211
– –
-280
1212
– –
-14
1213
– –
-941
1214
– –
-478
1215
– –
-17
1216
– –
-284
1217
– –
-406
1218
– –
-2
1219
– –
-2,644
1220
– –
-35
1221
– –
-17
1222
– –
-732
1223
– –
-373
1224
– –
-17
1225
– –
-30
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