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
651
$23.8K 0.01%
1,387
652
$23.8K 0.01%
689
-142
653
$23.7K 0.01%
87
654
$23.6K 0.01%
545
655
$23.6K 0.01%
106
656
$23.3K 0.01%
86
+49
657
$23.2K 0.01%
1,009
658
$23.1K 0.01%
813
659
$23K 0.01%
504
660
$23K 0.01%
80
661
$23K 0.01%
522
-66
662
$23K 0.01%
75
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663
$23K 0.01%
234
664
$22.9K 0.01%
485
665
$22.8K 0.01%
371
666
$22.8K 0.01%
1,179
667
$22.7K 0.01%
624
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668
$22.7K 0.01%
418
669
$22.4K 0.01%
2,232
670
$22.3K 0.01%
382
-22
671
$22.2K 0.01%
1,657
672
$22.2K 0.01%
410
+198
673
$22.2K 0.01%
389
674
$22.1K 0.01%
670
675
$21.7K 0.01%
1,701
25 26
27
28 29