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
326
$68.5K 0.03%
2,111
327
$68.3K 0.03%
1,598
-2
328
$67.9K 0.02%
1,264
329
$67.6K 0.02%
742
330
$67.4K 0.02%
836
331
$67.1K 0.02%
1,426
332
$66.9K 0.02%
1,120
333
$66.6K 0.02%
2,811
334
$66.1K 0.02%
386
335
$65.9K 0.02%
873
336
$65.7K 0.02%
328
337
$65.6K 0.02%
3,774
338
$65.4K 0.02%
697
339
$65.4K 0.02%
231
340
$64.5K 0.02%
406
341
$63.9K 0.02%
1,324
342
$63.9K 0.02%
2,332
-436
343
$63.3K 0.02%
898
+86
344
$63.1K 0.02%
950
-10
345
$63K 0.02%
649
346
$62.7K 0.02%
1,609
347
$62.7K 0.02%
1,568
-114
348
$62.6K 0.02%
702
349
$62.5K 0.02%
327
+23
350
$62.4K 0.02%
3,344
12 13
14
15 16