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
1226
$1.05K ﹤0.01%
32
1227
$1.04K ﹤0.01%
3
1228
$1.04K ﹤0.01%
20
1229
$1.01K ﹤0.01%
17
1230
$1K ﹤0.01%
15
1231
$981 ﹤0.01%
7
1232
$958 ﹤0.01%
+12
1233
$949 ﹤0.01%
20
1234
$926 ﹤0.01%
18
1235
$879 ﹤0.01%
6
1236
$872 ﹤0.01%
19
1237
$854 ﹤0.01%
84
1238
$832 ﹤0.01%
25
1239
$820 ﹤0.01%
18
1240
$808 ﹤0.01%
12
1241
$800 ﹤0.01%
16
1242
$798 ﹤0.01%
34
+9
1243
$796 ﹤0.01%
52
1244
$793 ﹤0.01%
11
1245
$786 ﹤0.01%
+3
1246
$784 ﹤0.01%
16
1247
$733 ﹤0.01%
8
1248
$723 ﹤0.01%
8
1249
$722 ﹤0.01%
26
1250
$703 ﹤0.01%
10
48 49
50
51 52