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
476
$39.4K 0.01%
943
477
$38.9K 0.01%
933
478
$38.9K 0.01%
790
479
$38.7K 0.01%
1,040
480
$38.7K 0.01%
162
481
$38.5K 0.01%
424
482
$38.5K 0.01%
409
483
$38.5K 0.01%
133
484
$38.2K 0.01%
472
485
$38.1K 0.01%
3,158
486
$37.9K 0.01%
748
487
$37.8K 0.01%
572
488
$37.8K 0.01%
1,397
489
$37.7K 0.01%
+724
490
$37.5K 0.01%
475
-50
491
$37.4K 0.01%
808
+41
492
$37.3K 0.01%
748
493
$37.2K 0.01%
802
494
$37.1K 0.01%
3,507
-95
495
$37.1K 0.01%
877
496
$37.1K 0.01%
732
497
$36.8K 0.01%
200
498
$36.7K 0.01%
990
499
$36.6K 0.01%
627
500
$36.4K 0.01%
222
18 19
20
21 22