SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
76
$632K 0.23%
2,168
+80
77
$628K 0.23%
34,400
78
$623K 0.23%
4,359
+43
79
$619K 0.23%
2,696
+23
80
$618K 0.23%
3,743
81
$618K 0.23%
2,535
82
$588K 0.21%
5,013
-44
83
$548K 0.2%
2,245
+98
84
$538K 0.2%
4,814
85
$537K 0.2%
1,418
86
$532K 0.19%
7,889
87
$520K 0.19%
8,326
88
$514K 0.19%
1,116
89
$512K 0.19%
9,656
-76
90
$500K 0.18%
3,449
91
$495K 0.18%
3,169
92
$492K 0.18%
932
-11
93
$485K 0.18%
1,269
94
$480K 0.18%
2,459
95
$472K 0.17%
2,270
96
$462K 0.17%
1,217
+13
97
$458K 0.17%
1,065
+34
98
$444K 0.16%
3,948
+15
99
$432K 0.16%
494
100
$432K 0.16%
4,354
2 3
4
5 6