SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
1201
$1.37K ﹤0.01%
11
1202
$1.34K ﹤0.01%
7
1203
$1.34K ﹤0.01%
30
1204
$1.32K ﹤0.01%
10
1205
$1.31K ﹤0.01%
6
1206
$1.31K ﹤0.01%
7
1207
$1.3K ﹤0.01%
8
1208
$1.3K ﹤0.01%
6
-1
1209
$1.28K ﹤0.01%
+7
1210
$1.26K ﹤0.01%
55
1211
$1.24K ﹤0.01%
+16
1212
$1.23K ﹤0.01%
8
1213
$1.23K ﹤0.01%
9
-14
1214
$1.22K ﹤0.01%
10
1215
$1.21K ﹤0.01%
17
1216
$1.2K ﹤0.01%
21
1217
$1.2K ﹤0.01%
78
1218
$1.18K ﹤0.01%
+15
1219
$1.18K ﹤0.01%
10
1220
$1.11K ﹤0.01%
33
1221
$1.11K ﹤0.01%
+5
1222
$1.1K ﹤0.01%
30
1223
$1.09K ﹤0.01%
19
1224
$1.06K ﹤0.01%
54
1225
$1.06K ﹤0.01%
7
47 48
49
50 51