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
951
$8.58K ﹤0.01%
57
952
$8.58K ﹤0.01%
+769
953
$8.55K ﹤0.01%
14
954
$8.53K ﹤0.01%
+695
955
$8.52K ﹤0.01%
466
956
$8.51K ﹤0.01%
153
957
$8.49K ﹤0.01%
182
958
$8.49K ﹤0.01%
+17
959
$8.49K ﹤0.01%
1,715
960
$8.47K ﹤0.01%
1,027
961
$8.39K ﹤0.01%
48
962
$8.31K ﹤0.01%
42
963
$8.31K ﹤0.01%
601
-51
964
$8.31K ﹤0.01%
313
965
$8.25K ﹤0.01%
169
966
$8.14K ﹤0.01%
+839
967
$8.11K ﹤0.01%
25
968
$8.08K ﹤0.01%
561
969
$7.97K ﹤0.01%
94
970
$7.92K ﹤0.01%
206
971
$7.84K ﹤0.01%
98
972
$7.8K ﹤0.01%
314
973
$7.8K ﹤0.01%
409
974
$7.79K ﹤0.01%
36
+2
975
$7.77K ﹤0.01%
200
37 38
39
40 41