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
626
$25.8K 0.01%
642
627
$25.8K 0.01%
3,044
628
$25.8K 0.01%
607
+169
629
$25.7K 0.01%
488
630
$25.5K 0.01%
1,007
631
$25.4K 0.01%
80
632
$25.4K 0.01%
480
633
$25.4K 0.01%
+6,510
634
$25.1K 0.01%
4,268
635
$25K 0.01%
+644
636
$24.9K 0.01%
684
637
$24.8K 0.01%
111
638
$24.8K 0.01%
264
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$24.6K 0.01%
454
640
$24.6K 0.01%
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641
$24.6K 0.01%
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642
$24.5K 0.01%
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$24.4K 0.01%
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$24.4K 0.01%
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$24.4K 0.01%
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$24.4K 0.01%
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$24.2K 0.01%
307
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$24.1K 0.01%
11
650
$24K 0.01%
795