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
676
$21.7K 0.01%
704
677
$21.7K 0.01%
492
678
$21.6K 0.01%
506
+40
679
$21.5K 0.01%
231
680
$21.5K 0.01%
686
681
$21.4K 0.01%
314
+89
682
$21.3K 0.01%
369
683
$21.3K 0.01%
808
684
$21.2K 0.01%
1,112
685
$21.2K 0.01%
644
686
$20.9K 0.01%
227
+78
687
$20.8K 0.01%
413
688
$20.8K 0.01%
310
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689
$20.7K 0.01%
347
690
$20.6K 0.01%
497
691
$20.6K 0.01%
110
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692
$20.5K 0.01%
336
693
$20.3K 0.01%
270
694
$20.3K 0.01%
369
695
$20.2K 0.01%
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696
$20.1K 0.01%
71
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$20.1K 0.01%
425
698
$20K 0.01%
2,805
699
$19.9K 0.01%
254
700
$19.9K 0.01%
425
-152