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
101
$207K 0.11%
8,944
-742
102
$206K 0.11%
1,957
-233
103
$205K 0.11%
2,329
-1,178
104
$202K 0.11%
1,537
-1,443
105
$200K 0.11%
2,423
-2,324
106
$199K 0.11%
3,087
-3,229
107
$189K 0.1%
2,453
-6
108
$188K 0.1%
967
-1,319
109
$186K 0.1%
788
-175
110
$184K 0.1%
16,409
-162
111
$183K 0.1%
10,351
+310
112
$180K 0.1%
4,451
+1,269
113
$175K 0.09%
1,547
-22
114
$174K 0.09%
3,294
-13
115
$173K 0.09%
2,010
-1,441
116
$171K 0.09%
8,108
117
$170K 0.09%
2,750
118
$167K 0.09%
10,933
+343
119
$166K 0.09%
868
-413
120
$164K 0.09%
5,974
121
$162K 0.09%
1,613
-2,429
122
$160K 0.09%
1,821
-19
123
$158K 0.08%
1,850
-1,357
124
$157K 0.08%
317
-385
125
$157K 0.08%
1,510
-3,505
3 4
5
6 7