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
176
$75.9K 0.04%
10,561
177
$75.1K 0.04%
109
-1
178
$74.2K 0.04%
1,172
+366
179
$72.4K 0.04%
2,277
+643
180
$70.7K 0.04%
2,836
-75
181
$68K 0.04%
1,966
-3,181
182
$67.5K 0.04%
409
-3,395
183
$67.1K 0.04%
336
-1,914
184
$66.1K 0.04%
202
-1,036
185
$65.5K 0.04%
293
-2,904
186
$65.3K 0.03%
704
187
$64.9K 0.03%
465
-3,020
188
$64.8K 0.03%
1,901
-3,167
189
$63.8K 0.03%
634
190
$60.5K 0.03%
265
-48
191
$59.1K 0.03%
852
192
$57.9K 0.03%
1,933
193
$57.5K 0.03%
271
+1
194
$55.9K 0.03%
448
-1,179
195
$55.8K 0.03%
244
-131
196
$55.3K 0.03%
160
-816
197
$54.9K 0.03%
1,570
+797
198
$54K 0.03%
577
199
$53.8K 0.03%
372
200
$53.6K 0.03%
1,280
-1,668
6 7
8
9 10