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
776
$15.7K 0.01%
54
777
$15.7K 0.01%
492
778
$15.6K 0.01%
408
779
$15.6K 0.01%
2,958
780
$15.5K 0.01%
310
781
$15.3K 0.01%
84
782
$15.2K 0.01%
401
783
$15.2K 0.01%
500
784
$15.1K 0.01%
167
+26
785
$15K 0.01%
160
786
$14.8K 0.01%
+381
787
$14.8K 0.01%
86
-13
788
$14.8K 0.01%
349
789
$14.8K 0.01%
361
790
$14.6K 0.01%
536
791
$14.6K 0.01%
+500
792
$14.6K 0.01%
402
793
$14.5K 0.01%
406
794
$14.5K 0.01%
450
795
$14.5K 0.01%
62
796
$14.5K 0.01%
149
797
$14.5K 0.01%
556
-55
798
$14.5K 0.01%
390
799
$14.4K 0.01%
141
800
$14.4K 0.01%
920