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
201
$160K 0.06%
7,177
202
$159K 0.06%
829
203
$157K 0.06%
2,454
204
$157K 0.06%
6,401
205
$155K 0.06%
2,444
206
$154K 0.06%
347
207
$148K 0.05%
6,853
208
$147K 0.05%
1,335
209
$145K 0.05%
1,007
210
$143K 0.05%
6,423
211
$142K 0.05%
1,493
212
$138K 0.05%
898
213
$136K 0.05%
374
214
$136K 0.05%
5,903
215
$132K 0.05%
2,290
216
$131K 0.05%
966
217
$130K 0.05%
1,464
218
$130K 0.05%
+4,387
219
$130K 0.05%
3,103
220
$129K 0.05%
277
221
$129K 0.05%
4,446
222
$127K 0.05%
804
223
$126K 0.05%
174
224
$124K 0.05%
3,938
225
$122K 0.04%
3,550
7 8
9
10 11