SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
26
$2.36M 0.86%
24,303
+126
27
$2.18M 0.8%
6,269
-63
28
$2.08M 0.76%
16,580
29
$2.06M 0.75%
78,984
-279
30
$1.81M 0.66%
23,197
31
$1.73M 0.63%
8,930
32
$1.67M 0.61%
12,391
-149
33
$1.6M 0.59%
7,068
+195
34
$1.59M 0.58%
118,303
35
$1.57M 0.58%
20,235
-1,190
36
$1.57M 0.57%
14,967
+37
37
$1.55M 0.57%
27,208
+2,447
38
$1.47M 0.54%
6,277
+51
39
$1.46M 0.53%
6,462
+1,313
40
$1.37M 0.5%
5,063
-35
41
$1.26M 0.46%
23,336
-138
42
$1.25M 0.46%
10,682
-166
43
$1.12M 0.41%
15,296
44
$1.07M 0.39%
3,851
45
$1.06M 0.39%
18,869
-74
46
$1.04M 0.38%
19,014
+94
47
$991K 0.36%
2,475
+30
48
$965K 0.35%
5,017
49
$955K 0.35%
4,025
+1,117
50
$946K 0.35%
4,124
+2
1
2
3 4 5