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
1,316
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$349K
3 +$291K
4
PSMR icon
Pacer Swan SOS Moderate April ETF
PSMR
+$280K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$259K

Top Sells

1 +$125K
2 +$106K
3 +$88.5K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$83.4K
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
801
$14.2K 0.01%
283
-1
802
$14.1K 0.01%
826
-410
803
$14.1K 0.01%
39
804
$14.1K 0.01%
325
805
$14.1K 0.01%
588
806
$14.1K 0.01%
120
807
$14.1K 0.01%
86
808
$13.9K 0.01%
94
809
$13.9K 0.01%
295
810
$13.9K 0.01%
285
811
$13.8K 0.01%
178
812
$13.8K 0.01%
414
813
$13.8K 0.01%
227
814
$13.7K 0.01%
912
815
$13.6K 0.01%
401
816
$13.4K ﹤0.01%
163
817
$13.3K ﹤0.01%
271
818
$13.3K ﹤0.01%
337
819
$13.2K ﹤0.01%
345
820
$13.1K ﹤0.01%
307
821
$13.1K ﹤0.01%
387
822
$13.1K ﹤0.01%
1,931
823
$13.1K ﹤0.01%
719
824
$13K ﹤0.01%
451
825
$13K ﹤0.01%
196