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
1451
– –
-14
1452
– –
-2,198
1453
– –
-786
1454
– –
-628
1455
– –
-6
1456
– –
-421
1457
– –
-1,274
1458
– –
-56
1459
– –
-9
1460
– –
-7
1461
– –
-18
1462
– –
-1
1463
– –
-3
1464
– –
-39
1465
– –
-318
1466
– –
-1,516
1467
– –
-547
1468
– –
-10
1469
– –
-1
1470
– –
-1,863
1471
– –
-736
1472
– –
-6
1473
– –
-20
1474
– –
-7
1475
– –
-17
57 58
59
60 61