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
1251
$703 ﹤0.01%
10
1252
$697 ﹤0.01%
51
1253
$688 ﹤0.01%
9
-22
1254
$654 ﹤0.01%
5
1255
$651 ﹤0.01%
8
1256
$595 ﹤0.01%
5
1257
$583 ﹤0.01%
30
1258
$550 ﹤0.01%
12
1259
$504 ﹤0.01%
11
1260
$482 ﹤0.01%
3
1261
$458 ﹤0.01%
13
1262
$427 ﹤0.01%
11
1263
$405 ﹤0.01%
2
1264
$402 ﹤0.01%
+50
1265
$367 ﹤0.01%
13
1266
$365 ﹤0.01%
3
1267
$349 ﹤0.01%
10
1268
$331 ﹤0.01%
44
1269
$312 ﹤0.01%
3
1270
$264 ﹤0.01%
+10
1271
$250 ﹤0.01%
4
1272
$247 ﹤0.01%
7
1273
$238 ﹤0.01%
+30
1274
$221 ﹤0.01%
8
1275
$184 ﹤0.01%
2
49 50
51
52 53