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
526
$34.2K 0.01%
661
527
$34.2K 0.01%
1,119
528
$34.2K 0.01%
5,510
529
$34.1K 0.01%
340
530
$34K 0.01%
405
531
$34K 0.01%
1,116
532
$34K 0.01%
+466
533
$34K 0.01%
2,376
+44
534
$33.8K 0.01%
840
535
$33.8K 0.01%
+769
536
$33.6K 0.01%
388
+28
537
$33.3K 0.01%
551
538
$33.3K 0.01%
550
539
$33.1K 0.01%
2,226
+111
540
$33.1K 0.01%
94
541
$33K 0.01%
2,239
542
$32.8K 0.01%
195
543
$32.8K 0.01%
456
544
$32.8K 0.01%
2,405
545
$32.4K 0.01%
1,471
546
$32.3K 0.01%
2,820
547
$31.9K 0.01%
123
548
$31.9K 0.01%
1,372
549
$31.8K 0.01%
1,399
550
$31.8K 0.01%
+1,947
20 21
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