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
451
$42.3K 0.02%
443
452
$42.2K 0.02%
2,051
+58
453
$42.2K 0.02%
910
454
$42.2K 0.02%
668
455
$42K 0.02%
865
456
$41.9K 0.02%
464
457
$41.9K 0.02%
2,616
458
$41.6K 0.02%
899
459
$41.5K 0.02%
1,659
460
$41.5K 0.02%
120
461
$41.4K 0.02%
664
462
$41.4K 0.02%
948
463
$41.3K 0.02%
409
464
$41K 0.02%
1,503
465
$40.9K 0.01%
1,115
466
$40.9K 0.01%
230
467
$40.5K 0.01%
1,072
468
$40.4K 0.01%
5,150
469
$40.3K 0.01%
694
470
$40.2K 0.01%
994
471
$40.1K 0.01%
905
472
$40.1K 0.01%
2,026
473
$39.8K 0.01%
1,277
474
$39.7K 0.01%
248
475
$39.4K 0.01%
979
17 18
19
20 21