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
876
$11.4K ﹤0.01%
658
877
$11.3K ﹤0.01%
385
878
$11.3K ﹤0.01%
96
+20
879
$11.2K ﹤0.01%
87
880
$11.2K ﹤0.01%
506
+16
881
$11.2K ﹤0.01%
165
882
$11.2K ﹤0.01%
38
883
$11.1K ﹤0.01%
172
884
$11.1K ﹤0.01%
+578
885
$11.1K ﹤0.01%
2,955
886
$11K ﹤0.01%
1,088
887
$11K ﹤0.01%
134
888
$11K ﹤0.01%
398
889
$10.9K ﹤0.01%
131
890
$10.9K ﹤0.01%
280
891
$10.8K ﹤0.01%
34
892
$10.8K ﹤0.01%
+132
893
$10.8K ﹤0.01%
285
894
$10.7K ﹤0.01%
332
895
$10.7K ﹤0.01%
746
896
$10.7K ﹤0.01%
86
+9
897
$10.6K ﹤0.01%
300
898
$10.6K ﹤0.01%
144
899
$10.5K ﹤0.01%
362
900
$10.5K ﹤0.01%
+358
34 35
36
37 38