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
126
$155K 0.08%
5,653
-444
127
$154K 0.08%
1,961
-6,295
128
$150K 0.08%
3,000
+835
129
$149K 0.08%
1,949
-241
130
$148K 0.08%
1,486
-2,060
131
$144K 0.08%
680
-714
132
$144K 0.08%
215
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133
$143K 0.08%
1,470
-2,571
134
$134K 0.07%
1,013
-978
135
$131K 0.07%
2,498
-4,633
136
$129K 0.07%
10,984
137
$128K 0.07%
1,164
138
$128K 0.07%
4,332
+3,911
139
$128K 0.07%
4,567
-605
140
$127K 0.07%
2,857
-1,711
141
$126K 0.07%
770
-1,228
142
$124K 0.07%
1,082
+1
143
$123K 0.07%
12,460
144
$122K 0.07%
607
-3,105
145
$121K 0.06%
1,605
-3,342
146
$121K 0.06%
9,672
147
$120K 0.06%
3,507
-20
148
$118K 0.06%
24,810
149
$118K 0.06%
13,504
150
$116K 0.06%
6,009
-1,665