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
1326
– –
-4
1327
– –
-587
1328
– –
-1,090
1329
– –
-155
1330
– –
-68
1331
– –
-93
1332
– –
-176
1333
– –
-519
1334
– –
-382
1335
– –
-4
1336
– –
-1,328
1337
– –
-366
1338
– –
-799
1339
– –
-1,043
1340
– –
-13
1341
– –
-1,298
1342
– –
-497
1343
– –
-12
1344
– –
-1,120
1345
– –
-7
1346
– –
-2,423
1347
– –
-14
1348
– –
-3,412
1349
– –
-1,634
1350
– –
-676
52 53
54
55 56