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
1601
-13
1602
-7
1603
-499
1604
-253
1605
-45
1606
-271
1607
-204
1608
-349
1609
-7
1610
-372
1611
-20
1612
-550
1613
-782
1614
-2,706
1615
-19
1616
-6
1617
-3
1618
-1
1619
-2,732
1620
-1
1621
-5
1622
-203
1623
-263
1624
-779
1625
-1,307