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
501
$36.3K 0.01%
968
502
$36.3K 0.01%
1,236
503
$36.2K 0.01%
185
-10
504
$36.1K 0.01%
405
505
$36.1K 0.01%
275
+21
506
$36.1K 0.01%
640
507
$36K 0.01%
403
508
$35.9K 0.01%
395
509
$35.9K 0.01%
528
+221
510
$35.9K 0.01%
667
511
$35.7K 0.01%
1,846
512
$35.6K 0.01%
1,889
513
$35.6K 0.01%
750
514
$35.6K 0.01%
790
515
$35.3K 0.01%
1,600
516
$35.1K 0.01%
476
517
$35K 0.01%
1,678
518
$35K 0.01%
3,024
519
$34.8K 0.01%
906
520
$34.7K 0.01%
625
521
$34.6K 0.01%
454
522
$34.6K 0.01%
447
523
$34.6K 0.01%
1,464
524
$34.4K 0.01%
1,024
525
$34.4K 0.01%
376