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
751
$17.2K 0.01%
746
752
$17.1K 0.01%
747
753
$16.9K 0.01%
191
754
$16.8K 0.01%
222
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$16.7K 0.01%
242
756
$16.7K 0.01%
4,000
757
$16.7K 0.01%
101
758
$16.7K 0.01%
1,609
759
$16.6K 0.01%
57
760
$16.6K 0.01%
428
761
$16.5K 0.01%
497
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$16.4K 0.01%
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$16.3K 0.01%
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$16.3K 0.01%
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$16.2K 0.01%
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$16.1K 0.01%
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$16.1K 0.01%
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768
$16K 0.01%
611
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769
$15.9K 0.01%
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$15.9K 0.01%
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$15.9K 0.01%
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$15.9K 0.01%
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$15.8K 0.01%
515
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$15.8K 0.01%
105
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$15.7K 0.01%
492