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
726
$18.8K 0.01%
2,325
727
$18.7K 0.01%
89
728
$18.5K 0.01%
186
729
$18.4K 0.01%
+726
730
$18.4K 0.01%
475
731
$18.3K 0.01%
192
732
$18.2K 0.01%
105
733
$18.2K 0.01%
500
734
$18.1K 0.01%
1,023
735
$18K 0.01%
152
736
$18K 0.01%
1,260
737
$18K 0.01%
207
738
$17.8K 0.01%
545
739
$17.7K 0.01%
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$17.7K 0.01%
854
741
$17.6K 0.01%
412
742
$17.6K 0.01%
372
743
$17.5K 0.01%
675
744
$17.5K 0.01%
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$17.5K 0.01%
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$17.4K 0.01%
1,118
747
$17.3K 0.01%
433
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$17.2K 0.01%
590
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$17.2K 0.01%
1,959
750
$17.2K 0.01%
350