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
926
$9.52K ﹤0.01%
396
927
$9.42K ﹤0.01%
571
928
$9.36K ﹤0.01%
210
929
$9.27K ﹤0.01%
+189
930
$9.27K ﹤0.01%
690
931
$9.25K ﹤0.01%
157
932
$9.23K ﹤0.01%
287
933
$9.23K ﹤0.01%
202
934
$9.18K ﹤0.01%
267
935
$9.13K ﹤0.01%
381
936
$9.11K ﹤0.01%
72
937
$9.07K ﹤0.01%
352
938
$9.04K ﹤0.01%
106
939
$9.02K ﹤0.01%
+1,643
940
$8.96K ﹤0.01%
350
941
$8.94K ﹤0.01%
+538
942
$8.93K ﹤0.01%
+157
943
$8.82K ﹤0.01%
32
944
$8.81K ﹤0.01%
218
945
$8.79K ﹤0.01%
160
-5
946
$8.77K ﹤0.01%
+371
947
$8.69K ﹤0.01%
248
948
$8.68K ﹤0.01%
1,439
949
$8.66K ﹤0.01%
+1,217
950
$8.66K ﹤0.01%
277
+12
36 37
38
39 40