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
976
$7.75K ﹤0.01%
131
+23
977
$7.74K ﹤0.01%
88
978
$7.69K ﹤0.01%
73
979
$7.61K ﹤0.01%
69
980
$7.58K ﹤0.01%
457
+29
981
$7.54K ﹤0.01%
294
982
$7.41K ﹤0.01%
353
983
$7.3K ﹤0.01%
417
984
$7.26K ﹤0.01%
368
985
$7.24K ﹤0.01%
215
986
$7.18K ﹤0.01%
30
987
$7.12K ﹤0.01%
83
988
$7.11K ﹤0.01%
38
989
$7.11K ﹤0.01%
834
990
$7.06K ﹤0.01%
17
-4
991
$7.03K ﹤0.01%
452
992
$7.03K ﹤0.01%
52
993
$7.03K ﹤0.01%
141
994
$6.99K ﹤0.01%
120
995
$6.93K ﹤0.01%
74
996
$6.83K ﹤0.01%
241
997
$6.69K ﹤0.01%
120
998
$6.67K ﹤0.01%
491
+174
999
$6.62K ﹤0.01%
41
1000
$6.6K ﹤0.01%
52
38 39
40
41 42