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SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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
+$1.72M
2
+$455K
3
+$402K
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$334K
5
TROW icon
T. Rowe Price
TROW
+$198K

Top Sells

1
+$9.08M
2
+$3.09M
3
+$3.06M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.62M

Sector Composition

1 Technology 12.58%
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
1501
– –
-1,166
1502
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-16
1503
– –
-1,600
1504
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-741
1505
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1506
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-15
1507
– –
-1,597
1508
– –
-527
1509
– –
-11
1510
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-12
1511
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-5,429
1512
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-8
1513
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-546
1514
– –
-7
1515
– –
-412
1516
– –
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1517
– –
-833
1518
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1519
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-2
1520
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-6
1521
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1522
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-809
1523
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-789
1524
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1525
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