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
301
$74.8K 0.03%
307
302
$74.2K 0.03%
1,467
303
$73.4K 0.03%
1,242
304
$73K 0.03%
3,043
305
$72.8K 0.03%
2,268
306
$72.4K 0.03%
559
-1
307
$71.9K 0.03%
720
308
$71.7K 0.03%
862
309
$71.5K 0.03%
707
310
$71.3K 0.03%
1,272
311
$71.1K 0.03%
634
312
$71.1K 0.03%
3,124
313
$70.8K 0.03%
4,436
314
$70.5K 0.03%
351
315
$70.4K 0.03%
425
-29
316
$70.1K 0.03%
1,896
317
$70K 0.03%
704
318
$69.6K 0.03%
430
319
$69.5K 0.03%
3,460
320
$69.5K 0.03%
990
321
$69.5K 0.03%
1,951
322
$69.5K 0.03%
649
+58
323
$69.3K 0.03%
1,455
324
$69.1K 0.03%
360
325
$68.5K 0.03%
2,690
11 12
13
14 15