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
601
$27.6K 0.01%
1,085
602
$27.6K 0.01%
328
+139
603
$27.6K 0.01%
1,512
604
$27.3K 0.01%
1,500
+1
605
$27.3K 0.01%
730
606
$27.3K 0.01%
710
607
$27.3K 0.01%
136
608
$27.3K 0.01%
1,234
609
$27.3K 0.01%
645
+188
610
$27.1K 0.01%
362
611
$27.1K 0.01%
1,343
612
$26.9K 0.01%
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613
$26.9K 0.01%
356
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614
$26.8K 0.01%
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615
$26.8K 0.01%
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616
$26.7K 0.01%
471
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$26.5K 0.01%
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$26.4K 0.01%
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$26.4K 0.01%
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620
$26.4K 0.01%
671
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$26.4K 0.01%
2,518
622
$26.3K 0.01%
551
623
$26.1K 0.01%
411
624
$26K 0.01%
571
625
$25.8K 0.01%
1,195