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
151
$263K 0.1%
10,041
152
$256K 0.09%
2,593
153
$255K 0.09%
5,421
+60
154
$253K 0.09%
5,581
+32
155
$253K 0.09%
987
+34
156
$250K 0.09%
5,259
157
$244K 0.09%
2,385
158
$244K 0.09%
5,111
-590
159
$243K 0.09%
4,022
+156
160
$239K 0.09%
2,765
161
$239K 0.09%
605
+32
162
$235K 0.09%
16,474
+16,269
163
$233K 0.09%
1,096
164
$232K 0.08%
4,704
165
$230K 0.08%
2,005
166
$229K 0.08%
10,321
167
$227K 0.08%
4,164
168
$226K 0.08%
11,196
169
$221K 0.08%
1,332
170
$220K 0.08%
4,059
-17
171
$218K 0.08%
3,528
172
$216K 0.08%
3,810
173
$212K 0.08%
3,713
174
$210K 0.08%
3,924
175
$209K 0.08%
3,940
5 6
7
8 9