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
1051
$4.84K ﹤0.01%
53
1052
$4.8K ﹤0.01%
40
1053
$4.74K ﹤0.01%
83
1054
$4.68K ﹤0.01%
47
1055
$4.63K ﹤0.01%
202
+2
1056
$4.62K ﹤0.01%
51
1057
$4.6K ﹤0.01%
338
1058
$4.59K ﹤0.01%
88
1059
$4.56K ﹤0.01%
63
1060
$4.54K ﹤0.01%
95
1061
$4.54K ﹤0.01%
26
-12
1062
$4.5K ﹤0.01%
31
1063
$4.48K ﹤0.01%
100
1064
$4.48K ﹤0.01%
27
1065
$4.46K ﹤0.01%
19
1066
$4.41K ﹤0.01%
38
1067
$4.4K ﹤0.01%
138
1068
$4.37K ﹤0.01%
38
1069
$4.35K ﹤0.01%
51
1070
$4.32K ﹤0.01%
21
-7
1071
$4.32K ﹤0.01%
166
1072
$4.29K ﹤0.01%
132
1073
$4.27K ﹤0.01%
32
1074
$4.24K ﹤0.01%
8
1075
$4.18K ﹤0.01%
33
41 42
43
44 45