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
1,315
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
126
$321K 0.12%
3,877
+606
127
$309K 0.11%
893
+3
128
$307K 0.11%
9,892
+6,104
129
$303K 0.11%
1,275
130
$301K 0.11%
4,128
131
$296K 0.11%
457
132
$293K 0.11%
1,959
133
$290K 0.11%
1,416
134
$284K 0.1%
+13,239
135
$281K 0.1%
4,622
136
$281K 0.1%
5,065
137
$279K 0.1%
3,272
+152
138
$278K 0.1%
5,275
139
$277K 0.1%
2,124
140
$276K 0.1%
2,364
141
$274K 0.1%
1,435
142
$273K 0.1%
3,817
143
$273K 0.1%
2,188
144
$271K 0.1%
3,473
145
$266K 0.1%
6,511
146
$265K 0.1%
8,130
-350
147
$264K 0.1%
1,885
+111
148
$264K 0.1%
2,969
149
$264K 0.1%
5,153
150
$263K 0.1%
1,199
4 5
6
7 8