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
$274M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,315
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$348K
3
+$296K
4
PSMR icon
Pacer Swan SOS Moderate April ETF
PSMR
+$284K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$265K

Top Sells

1
+$125K
2
+$106K
3
+$92.5K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$85.7K
5
IRDM icon
Iridium Communications
IRDM
+$54.6K

Sector Composition

1 Technology 15.64%
2 Financials 11.38%
3 Healthcare 10.43%
4 Consumer Discretionary 7.01%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$97.2K 0.04%
613
252
$97.1K 0.04%
3,237
253
$96.9K 0.04%
1,845
254
$96.5K 0.04%
1,180
255
$96K 0.04%
2,791
+2,449
256
$95.8K 0.04%
3,030
257
$95.8K 0.04%
2,994
258
$95.3K 0.03%
441
259
$94.8K 0.03%
351
+41
260
$94.1K 0.03%
1,485
261
$93.1K 0.03%
190
262
$92.1K 0.03%
1,524
263
$92K 0.03%
2,036
-14
264
$92K 0.03%
2,839
265
$91.8K 0.03%
1,325
-34
266
$89.8K 0.03%
1,470
267
$89.6K 0.03%
1,184
268
$89.4K 0.03%
847
269
$89.1K 0.03%
2,105
-149
270
$88.1K 0.03%
582
271
$87.3K 0.03%
1,086
-14
272
$86.9K 0.03%
1,023
-32
273
$86.9K 0.03%
177
274
$86.2K 0.03%
1,016
275
$86K 0.03%
4,644
-108
9 10
11
12 13