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
1126
$2.77K ﹤0.01%
20
1127
$2.76K ﹤0.01%
9
1128
$2.75K ﹤0.01%
112
1129
$2.67K ﹤0.01%
62
+35
1130
$2.66K ﹤0.01%
47
1131
$2.65K ﹤0.01%
17
1132
$2.65K ﹤0.01%
44
1133
$2.63K ﹤0.01%
80
1134
$2.6K ﹤0.01%
152
1135
$2.53K ﹤0.01%
145
1136
$2.53K ﹤0.01%
11
1137
$2.51K ﹤0.01%
53
1138
$2.5K ﹤0.01%
80
1139
$2.48K ﹤0.01%
108
1140
$2.44K ﹤0.01%
145
1141
$2.39K ﹤0.01%
50
1142
$2.38K ﹤0.01%
65
1143
$2.37K ﹤0.01%
45
1144
$2.37K ﹤0.01%
62
1145
$2.34K ﹤0.01%
100
1146
$2.34K ﹤0.01%
81
1147
$2.32K ﹤0.01%
11
1148
$2.31K ﹤0.01%
26
1149
$2.31K ﹤0.01%
58
1150
$2.3K ﹤0.01%
15
-9
44 45
46
47 48