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
576
$29.8K 0.01%
206
577
$29.6K 0.01%
287
578
$29.5K 0.01%
464
579
$29.4K 0.01%
680
580
$29.3K 0.01%
396
+137
581
$29.3K 0.01%
+674
582
$29.2K 0.01%
472
583
$29.2K 0.01%
2,047
584
$29.1K 0.01%
792
585
$28.9K 0.01%
2,190
586
$28.9K 0.01%
1,286
587
$28.9K 0.01%
1,044
588
$28.6K 0.01%
1,226
589
$28.5K 0.01%
636
590
$28.5K 0.01%
2,007
591
$28.4K 0.01%
552
592
$28.4K 0.01%
430
593
$28.2K 0.01%
191
594
$28.1K 0.01%
428
595
$28K 0.01%
1,097
596
$27.9K 0.01%
1,686
597
$27.9K 0.01%
687
598
$27.9K 0.01%
1,621
599
$27.9K 0.01%
+531
600
$27.7K 0.01%
143