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
1401
– –
-7
1402
– –
-2,423
1403
– –
-14
1404
– –
-3,412
1405
– –
-1,634
1406
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-676
1407
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-7
1408
– –
-3
1409
– –
-1,667
1410
– –
-450
1411
– –
-30
1412
– –
-864
1413
– –
-2,849
1414
– –
-525
1415
– –
-1,006
1416
– –
-410
1417
– –
-19
1418
– –
-28
1419
– –
-200
1420
– –
-905
1421
– –
-10
1422
– –
-221
1423
– –
-1,557
1424
– –
-1,023
1425
– –
-634
55 56
57
58 59