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
1226
$1.06K ﹤0.01%
10
1227
$1.05K ﹤0.01%
32
1228
$1.04K ﹤0.01%
3
1229
$1.04K ﹤0.01%
20
1230
$1.01K ﹤0.01%
17
1231
$1K ﹤0.01%
15
1232
$981 ﹤0.01%
7
1233
$958 ﹤0.01%
+12
1234
$949 ﹤0.01%
20
1235
$926 ﹤0.01%
18
1236
$879 ﹤0.01%
6
1237
$872 ﹤0.01%
19
1238
$854 ﹤0.01%
84
1239
$832 ﹤0.01%
25
1240
$820 ﹤0.01%
18
1241
$808 ﹤0.01%
12
1242
$800 ﹤0.01%
16
1243
$798 ﹤0.01%
34
+9
1244
$796 ﹤0.01%
52
1245
$793 ﹤0.01%
11
1246
$786 ﹤0.01%
+3
1247
$784 ﹤0.01%
16
1248
$733 ﹤0.01%
8
1249
$723 ﹤0.01%
8
1250
$722 ﹤0.01%
26
48 49
50
51 52