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
1276
$166 ﹤0.01%
1
-10
1277
$159 ﹤0.01%
1
1278
$134 ﹤0.01%
20
1279
$102 ﹤0.01%
1
1280
$80 ﹤0.01%
10
1281
$77 ﹤0.01%
+1
1282
$62 ﹤0.01%
6
1283
$6 ﹤0.01%
1
1284
– –
-95
1285
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-5,274
1286
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1287
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-1,600
1288
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0
1289
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1290
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1291
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1294
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0
1295
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0
1296
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-2,032
1297
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0
1298
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-1,323
1299
– –
-1
1300
– –
-1,552
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