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
1176
$1.78K ﹤0.01%
24
1177
$1.77K ﹤0.01%
10
1178
$1.76K ﹤0.01%
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1179
$1.74K ﹤0.01%
91
1180
$1.73K ﹤0.01%
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1181
$1.72K ﹤0.01%
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1182
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1183
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1184
$1.67K ﹤0.01%
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1185
$1.65K ﹤0.01%
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1186
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100
1187
$1.63K ﹤0.01%
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1188
$1.61K ﹤0.01%
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1189
$1.6K ﹤0.01%
3
1190
$1.6K ﹤0.01%
50
1191
$1.59K ﹤0.01%
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1192
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1193
$1.56K ﹤0.01%
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1194
$1.55K ﹤0.01%
50
-150
1195
$1.52K ﹤0.01%
13
1196
$1.51K ﹤0.01%
5
1197
$1.5K ﹤0.01%
54
1198
$1.44K ﹤0.01%
7
1199
$1.41K ﹤0.01%
34
1200
$1.4K ﹤0.01%
59
46 47
48
49 50