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
1001
$6.59K ﹤0.01%
224
1002
$6.55K ﹤0.01%
75
1003
$6.54K ﹤0.01%
21
1004
$6.49K ﹤0.01%
59
1005
$6.45K ﹤0.01%
38
1006
$6.4K ﹤0.01%
176
1007
$6.34K ﹤0.01%
232
1008
$6.32K ﹤0.01%
138
1009
$6.31K ﹤0.01%
190
1010
$6.29K ﹤0.01%
510
1011
$6.16K ﹤0.01%
198
1012
$6.15K ﹤0.01%
226
1013
$6.15K ﹤0.01%
180
1014
$6.14K ﹤0.01%
75
1015
$6.11K ﹤0.01%
636
1016
$6.05K ﹤0.01%
25
1017
$6.03K ﹤0.01%
331
1018
$6.03K ﹤0.01%
50
1019
$6.02K ﹤0.01%
150
1020
$6K ﹤0.01%
33
1021
$5.99K ﹤0.01%
41
1022
$5.88K ﹤0.01%
207
1023
$5.88K ﹤0.01%
127
1024
$5.84K ﹤0.01%
51
1025
$5.78K ﹤0.01%
92
39 40
41
42 43