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
1276
$159 ﹤0.01%
1
1277
$134 ﹤0.01%
20
1278
$102 ﹤0.01%
1
1279
$80 ﹤0.01%
10
1280
$77 ﹤0.01%
+1
1281
$62 ﹤0.01%
6
1282
$6 ﹤0.01%
1
1283
– –
0
1284
– –
-440
1285
– –
-95
1286
– –
-5,274
1287
– –
-1,559
1288
– –
-1,600
1289
– –
-190
1290
– –
0
1291
– –
0
1292
– –
0
1293
– –
0
1294
– –
0
1295
– –
0
1296
– –
-2,032
1297
– –
0
1298
– –
-1,323
1299
– –
-1
1300
– –
-1,552
49 50 51
52
53