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
976
$7.74K ﹤0.01%
88
977
$7.69K ﹤0.01%
73
978
$7.61K ﹤0.01%
69
979
$7.58K ﹤0.01%
457
+29
980
$7.54K ﹤0.01%
294
981
$7.41K ﹤0.01%
353
982
$7.3K ﹤0.01%
417
983
$7.26K ﹤0.01%
368
984
$7.24K ﹤0.01%
215
985
$7.18K ﹤0.01%
30
986
$7.12K ﹤0.01%
83
987
$7.11K ﹤0.01%
38
988
$7.11K ﹤0.01%
834
989
$7.06K ﹤0.01%
17
-4
990
$7.03K ﹤0.01%
452
991
$7.03K ﹤0.01%
52
992
$7.03K ﹤0.01%
141
993
$6.99K ﹤0.01%
120
994
$6.93K ﹤0.01%
74
995
$6.83K ﹤0.01%
241
996
$6.69K ﹤0.01%
120
997
$6.67K ﹤0.01%
491
+174
998
$6.62K ﹤0.01%
41
999
$6.6K ﹤0.01%
52
1000
$6.59K ﹤0.01%
224
38 39
40
41 42