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
201
$53.3K 0.03%
291
202
$51.8K 0.03%
529
-24
203
$51.4K 0.03%
309
-835
204
$49.7K 0.03%
1,178
205
$48.9K 0.03%
1,040
206
$48.1K 0.03%
500
+2
207
$47.3K 0.03%
106
-141
208
$46.7K 0.02%
19
-1
209
$45.8K 0.02%
224
-15
210
$45.6K 0.02%
1,788
-10
211
$45.5K 0.02%
785
-2,400
212
$44.4K 0.02%
125
-4
213
$43.8K 0.02%
343
-3,995
214
$42.6K 0.02%
197
215
$42.3K 0.02%
92
-1,030
216
$42.2K 0.02%
215
-234
217
$41.6K 0.02%
457
-26
218
$41.6K 0.02%
1,153
-2,460
219
$41.4K 0.02%
720
-18
220
$41.2K 0.02%
543
-1,500
221
$41.2K 0.02%
144
-44
222
$40.7K 0.02%
1,729
223
$40.6K 0.02%
258
-1,100
224
$40.4K 0.02%
279
-3,254
225
$40.4K 0.02%
248
-4
7 8
9
10 11