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
551
$31.7K 0.01%
+577
552
$31.6K 0.01%
666
553
$31.5K 0.01%
692
554
$31.5K 0.01%
67
555
$31.5K 0.01%
560
556
$31.4K 0.01%
507
-15
557
$31.3K 0.01%
317
558
$31.3K 0.01%
260
559
$31.2K 0.01%
+173
560
$31.2K 0.01%
375
561
$31.1K 0.01%
658
562
$31K 0.01%
803
563
$30.8K 0.01%
2,189
564
$30.8K 0.01%
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565
$30.7K 0.01%
2,853
566
$30.7K 0.01%
407
567
$30.7K 0.01%
487
568
$30.6K 0.01%
522
569
$30.6K 0.01%
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570
$30.4K 0.01%
527
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571
$30.4K 0.01%
466
572
$30.4K 0.01%
202
573
$29.9K 0.01%
183
574
$29.9K 0.01%
353
575
$29.8K 0.01%
20