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
676
$21.7K 0.01%
1,701
677
$21.7K 0.01%
704
678
$21.7K 0.01%
492
679
$21.6K 0.01%
506
+40
680
$21.5K 0.01%
231
681
$21.5K 0.01%
686
682
$21.4K 0.01%
314
+89
683
$21.3K 0.01%
369
684
$21.3K 0.01%
808
685
$21.2K 0.01%
1,112
686
$21.2K 0.01%
644
687
$20.9K 0.01%
227
+78
688
$20.8K 0.01%
413
689
$20.8K 0.01%
310
+3
690
$20.7K 0.01%
347
691
$20.6K 0.01%
497
692
$20.6K 0.01%
110
+1
693
$20.5K 0.01%
336
694
$20.3K 0.01%
270
695
$20.3K 0.01%
369
696
$20.2K 0.01%
1,719
697
$20.1K 0.01%
71
698
$20.1K 0.01%
425
699
$20K 0.01%
2,805
700
$19.9K 0.01%
254
26 27
28
29 30