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
151
$112K 0.06%
5,856
+1,562
152
$109K 0.06%
5,277
+2,378
153
$108K 0.06%
1,464
-367
154
$105K 0.06%
4,820
155
$105K 0.06%
1,504
-2,444
156
$103K 0.05%
1,515
157
$98.8K 0.05%
4,874
+492
158
$98.8K 0.05%
2,418
-668
159
$98.7K 0.05%
837
160
$98.6K 0.05%
3,116
+321
161
$96.4K 0.05%
6,045
-1,296
162
$96.3K 0.05%
250
-1,085
163
$93.1K 0.05%
2,455
-9,299
164
$90.4K 0.05%
594
165
$90.1K 0.05%
316
+172
166
$87.3K 0.05%
629
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167
$85K 0.05%
175
-179
168
$82.8K 0.04%
865
-846
169
$82.2K 0.04%
340
-2,227
170
$81.7K 0.04%
1,142
+355
171
$81.1K 0.04%
177
172
$77.9K 0.04%
800
173
$77.7K 0.04%
2,534
174
$76.5K 0.04%
771
-3,677
175
$76.2K 0.04%
621
-2,003
5 6
7
8 9