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
1151
$2.3K ﹤0.01%
15
-9
1152
$2.29K ﹤0.01%
2
1153
$2.26K ﹤0.01%
28
1154
$2.23K ﹤0.01%
10
1155
$2.23K ﹤0.01%
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1156
$2.2K ﹤0.01%
18
1157
$2.18K ﹤0.01%
41
1158
$2.18K ﹤0.01%
104
1159
$2.16K ﹤0.01%
20
1160
$2.14K ﹤0.01%
26
1161
$2.13K ﹤0.01%
44
1162
$2.11K ﹤0.01%
11
+2
1163
$2.1K ﹤0.01%
29
1164
$2.08K ﹤0.01%
20
+9
1165
$2.03K ﹤0.01%
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1166
$1.99K ﹤0.01%
22
1167
$1.98K ﹤0.01%
49
1168
$1.93K ﹤0.01%
7
1169
$1.89K ﹤0.01%
28
1170
$1.86K ﹤0.01%
9
1171
$1.83K ﹤0.01%
43
1172
$1.83K ﹤0.01%
32
1173
$1.82K ﹤0.01%
14
1174
$1.78K ﹤0.01%
48
1175
$1.78K ﹤0.01%
24
45 46
47
48 49