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
426
$46.6K 0.02%
1,421
427
$46.4K 0.02%
1,137
+50
428
$46.3K 0.02%
4,960
429
$46.1K 0.02%
489
430
$45.6K 0.02%
3,326
431
$45.5K 0.02%
623
432
$45.3K 0.02%
1,314
433
$45.2K 0.02%
852
434
$45.1K 0.02%
840
+10
435
$45K 0.02%
258
436
$45K 0.02%
1,206
437
$44.8K 0.02%
1,227
438
$44.7K 0.02%
2,308
439
$44.7K 0.02%
1,834
440
$44.6K 0.02%
1,921
441
$44.3K 0.02%
173
442
$43.9K 0.02%
133
+66
443
$43.6K 0.02%
542
444
$43.3K 0.02%
654
445
$43.1K 0.02%
1,561
446
$43K 0.02%
1,812
447
$42.6K 0.02%
550
448
$42.6K 0.02%
348
449
$42.3K 0.02%
689
450
$42.3K 0.02%
1,717
16 17
18
19 20