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
1026
$5.66K ﹤0.01%
152
1027
$5.56K ﹤0.01%
33
1028
$5.55K ﹤0.01%
33
1029
$5.54K ﹤0.01%
111
1030
$5.49K ﹤0.01%
371
1031
$5.41K ﹤0.01%
48
1032
$5.38K ﹤0.01%
67
1033
$5.37K ﹤0.01%
34
1034
$5.31K ﹤0.01%
106
1035
$5.27K ﹤0.01%
231
-45
1036
$5.26K ﹤0.01%
170
1037
$5.25K ﹤0.01%
521
1038
$5.25K ﹤0.01%
88
1039
$5.21K ﹤0.01%
98
1040
$5.18K ﹤0.01%
91
1041
$5.12K ﹤0.01%
20
1042
$5.08K ﹤0.01%
63
1043
$5.03K ﹤0.01%
20
+1
1044
$5.01K ﹤0.01%
592
1045
$4.95K ﹤0.01%
45
+2
1046
$4.93K ﹤0.01%
198
1047
$4.92K ﹤0.01%
45
1048
$4.91K ﹤0.01%
37
1049
$4.84K ﹤0.01%
120
+48
1050
$4.84K ﹤0.01%
53
40 41
42
43 44