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
1101
$3.33K ﹤0.01%
23
1102
$3.31K ﹤0.01%
35
1103
$3.31K ﹤0.01%
171
1104
$3.29K ﹤0.01%
9
1105
$3.29K ﹤0.01%
363
1106
$3.26K ﹤0.01%
34
1107
$3.24K ﹤0.01%
114
+2
1108
$3.23K ﹤0.01%
91
1109
$3.21K ﹤0.01%
7
1110
$3.18K ﹤0.01%
68
1111
$3.1K ﹤0.01%
16
1112
$3.08K ﹤0.01%
48
1113
$3.07K ﹤0.01%
24
+4
1114
$3.06K ﹤0.01%
56
1115
$3.03K ﹤0.01%
13
1116
$3.02K ﹤0.01%
31
1117
$3.01K ﹤0.01%
65
1118
$2.99K ﹤0.01%
33
1119
$2.97K ﹤0.01%
108
1120
$2.96K ﹤0.01%
68
1121
$2.95K ﹤0.01%
36
1122
$2.88K ﹤0.01%
15
1123
$2.87K ﹤0.01%
37
1124
$2.87K ﹤0.01%
91
1125
$2.81K ﹤0.01%
102
43 44
45
46 47