SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
51
$936K 0.34%
16,676
-71
52
$906K 0.33%
45,944
-846
53
$903K 0.33%
4,150
54
$881K 0.32%
5,943
+49
55
$880K 0.32%
3,642
+50
56
$860K 0.31%
13,210
-10
57
$842K 0.31%
2,386
58
$831K 0.3%
41,560
+1,960
59
$803K 0.29%
5,642
60
$790K 0.29%
3,594
61
$784K 0.29%
11,201
-43
62
$783K 0.29%
11,714
-12
63
$757K 0.28%
19,336
-250
64
$745K 0.27%
1,272
65
$741K 0.27%
3,116
66
$735K 0.27%
10,112
67
$735K 0.27%
115,798
-5,672
68
$715K 0.26%
33,874
-143
69
$708K 0.26%
7,363
+3,615
70
$698K 0.26%
3,973
71
$692K 0.25%
1,896
+28
72
$688K 0.25%
2,900
73
$668K 0.24%
1,058
74
$664K 0.24%
1,618
-1
75
$639K 0.23%
11,214
1 2
3
4 5