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
376
$56.2K 0.02%
364
377
$56.2K 0.02%
9,906
378
$56.1K 0.02%
372
379
$56.1K 0.02%
454
380
$56K 0.02%
921
381
$55.7K 0.02%
862
382
$55.5K 0.02%
698
+81
383
$55.5K 0.02%
1,156
+12
384
$55.4K 0.02%
578
385
$55.2K 0.02%
1,674
386
$55.1K 0.02%
1,053
387
$54.8K 0.02%
2,321
388
$54.2K 0.02%
580
389
$53.9K 0.02%
900
390
$53.7K 0.02%
737
391
$53.6K 0.02%
512
+172
392
$52.9K 0.02%
624
+71
393
$52.4K 0.02%
3,395
394
$52K 0.02%
1,524
395
$52K 0.02%
2,839
396
$51.9K 0.02%
1,544
397
$51.9K 0.02%
1,178
398
$51.7K 0.02%
1,995
399
$51.6K 0.02%
1,859
400
$51.5K 0.02%
561
14 15
16
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