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
101
$429K 0.16%
5,277
102
$420K 0.15%
2,998
+5
103
$419K 0.15%
19,273
104
$415K 0.15%
1,731
+6
105
$413K 0.15%
4,207
106
$411K 0.15%
2,904
-5
107
$411K 0.15%
4,665
-34
108
$409K 0.15%
6,484
+21
109
$404K 0.15%
5,340
110
$402K 0.15%
1,856
111
$399K 0.15%
1,936
+45
112
$394K 0.14%
1,111
+97
113
$383K 0.14%
6,287
+17
114
$381K 0.14%
2,464
+75
115
$378K 0.14%
7,048
116
$374K 0.14%
2,656
117
$350K 0.13%
13,902
+3
118
$348K 0.13%
1,427
119
$347K 0.13%
4,157
120
$347K 0.13%
687
121
$341K 0.12%
4,544
122
$333K 0.12%
12,500
123
$325K 0.12%
14,957
-1,846
124
$324K 0.12%
3,354
125
$323K 0.12%
11,342
3 4
5
6 7