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
401
$51.1K 0.02%
444
+33
402
$51K 0.02%
852
403
$50.8K 0.02%
4,783
404
$50.8K 0.02%
992
405
$50.3K 0.02%
2,365
+670
406
$50.2K 0.02%
3,486
407
$50.2K 0.02%
475
408
$49.9K 0.02%
1,169
409
$49.6K 0.02%
1,161
410
$49.5K 0.02%
442
411
$49K 0.02%
1,361
412
$48.5K 0.02%
1,346
413
$48.4K 0.02%
607
414
$48.4K 0.02%
440
415
$48.3K 0.02%
284
416
$48.3K 0.02%
830
417
$48.1K 0.02%
173
418
$48.1K 0.02%
163
419
$47.9K 0.02%
1,189
420
$47.9K 0.02%
328
421
$47.7K 0.02%
109
422
$46.9K 0.02%
1,025
423
$46.9K 0.02%
874
424
$46.9K 0.02%
461
425
$46.8K 0.02%
2,529
15 16
17
18 19