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
176
$207K 0.08%
1,112
177
$205K 0.07%
2,897
178
$197K 0.07%
1,074
179
$193K 0.07%
2,486
180
$190K 0.07%
3,180
181
$189K 0.07%
1,386
182
$187K 0.07%
1,412
-4
183
$187K 0.07%
3,137
184
$184K 0.07%
5,821
185
$180K 0.07%
1,389
186
$180K 0.07%
1,504
187
$178K 0.07%
3,743
188
$177K 0.06%
591
189
$177K 0.06%
1,660
+28
190
$177K 0.06%
6,225
191
$176K 0.06%
8,538
192
$176K 0.06%
3,546
193
$169K 0.06%
1,974
194
$169K 0.06%
5,525
195
$168K 0.06%
3,530
-80
196
$165K 0.06%
1,447
197
$163K 0.06%
665
+3
198
$163K 0.06%
1,374
199
$162K 0.06%
1,519
+89
200
$161K 0.06%
1,075
+1
6 7
8
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