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
351
$62.1K 0.02%
1,895
352
$62K 0.02%
548
353
$61.7K 0.02%
263
354
$61K 0.02%
+2,016
355
$60.8K 0.02%
1,390
356
$60.4K 0.02%
573
357
$60.3K 0.02%
208
358
$59.8K 0.02%
1,834
359
$59.7K 0.02%
746
360
$59.4K 0.02%
63
361
$59.4K 0.02%
569
362
$59.3K 0.02%
834
363
$59.1K 0.02%
2,085
364
$59K 0.02%
2,175
365
$59K 0.02%
429
366
$58.7K 0.02%
818
367
$58.1K 0.02%
755
368
$58K 0.02%
482
369
$57.9K 0.02%
2,833
370
$57.7K 0.02%
666
371
$57.4K 0.02%
305
372
$56.8K 0.02%
568
373
$56.8K 0.02%
967
374
$56.8K 0.02%
703
+8
375
$56.7K 0.02%
578
13 14
15
16 17