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
651
$23.9K 0.01%
101
+1
652
$23.8K 0.01%
1,387
653
$23.8K 0.01%
689
-142
654
$23.7K 0.01%
87
655
$23.6K 0.01%
545
656
$23.6K 0.01%
106
657
$23.3K 0.01%
86
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658
$23.2K 0.01%
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659
$23.1K 0.01%
813
660
$23K 0.01%
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661
$23K 0.01%
80
662
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522
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$23K 0.01%
75
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664
$23K 0.01%
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665
$22.9K 0.01%
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666
$22.8K 0.01%
371
667
$22.8K 0.01%
1,179
668
$22.7K 0.01%
624
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$22.7K 0.01%
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670
$22.4K 0.01%
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671
$22.3K 0.01%
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$22.2K 0.01%
1,657
673
$22.2K 0.01%
410
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674
$22.2K 0.01%
389
675
$22.1K 0.01%
670
25 26
27
28 29