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
276
$85.1K 0.03%
822
277
$83.7K 0.03%
305
278
$83.3K 0.03%
1,844
+344
279
$83.1K 0.03%
831
280
$82.9K 0.03%
861
281
$81.9K 0.03%
181
282
$81K 0.03%
6,794
-376
283
$80.3K 0.03%
100
+2
284
$79.7K 0.03%
2,986
285
$79.7K 0.03%
869
+60
286
$78.8K 0.03%
600
287
$78.6K 0.03%
508
+7
288
$78.5K 0.03%
353
289
$77.8K 0.03%
328
290
$77.7K 0.03%
197
291
$77.5K 0.03%
292
292
$77.4K 0.03%
2,246
293
$77.3K 0.03%
623
294
$77.1K 0.03%
3,692
295
$76.6K 0.03%
666
296
$76.4K 0.03%
737
297
$75.9K 0.03%
2,349
298
$75.8K 0.03%
4,307
299
$75.8K 0.03%
2,368
300
$75.7K 0.03%
4,284
10 11
12
13 14