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
1076
$4.17K ﹤0.01%
20
1077
$4.09K ﹤0.01%
35
1078
$4.08K ﹤0.01%
199
1079
$4.06K ﹤0.01%
25
1080
$4.05K ﹤0.01%
64
1081
$4K ﹤0.01%
19
1082
$3.98K ﹤0.01%
85
1083
$3.96K ﹤0.01%
22
1084
$3.91K ﹤0.01%
86
1085
$3.87K ﹤0.01%
10
1086
$3.8K ﹤0.01%
276
1087
$3.79K ﹤0.01%
45
1088
$3.73K ﹤0.01%
31
1089
$3.7K ﹤0.01%
69
1090
$3.7K ﹤0.01%
95
1091
$3.64K ﹤0.01%
213
1092
$3.63K ﹤0.01%
13
+1
1093
$3.57K ﹤0.01%
+352
1094
$3.48K ﹤0.01%
25
1095
$3.41K ﹤0.01%
322
1096
$3.39K ﹤0.01%
44
1097
$3.37K ﹤0.01%
64
1098
$3.35K ﹤0.01%
29
1099
$3.35K ﹤0.01%
31
1100
$3.34K ﹤0.01%
57
42 43
44
45 46