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
1,316
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$349K
3 +$291K
4
PSMR icon
Pacer Swan SOS Moderate April ETF
PSMR
+$280K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$259K

Top Sells

1 +$125K
2 +$106K
3 +$88.5K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$83.4K
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
$31.6K 0.01%
666
552
$31.5K 0.01%
692
553
$31.5K 0.01%
67
554
$31.5K 0.01%
560
555
$31.4K 0.01%
507
-15
556
$31.3K 0.01%
317
557
$31.3K 0.01%
260
558
$31.2K 0.01%
+173
559
$31.2K 0.01%
375
560
$31.1K 0.01%
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561
$31K 0.01%
803
562
$30.8K 0.01%
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563
$30.8K 0.01%
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565
$30.7K 0.01%
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$30.4K 0.01%
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20
575
$29.8K 0.01%
206