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
1
$25M 9.12%
1,440,252
+240
2
$17.8M 6.5%
129,888
+376
3
$8.35M 3.05%
34,475
-354
4
$7.67M 2.8%
233,318
+5,625
5
$7.16M 2.61%
16,719
+7
6
$6.89M 2.52%
52,318
7
$6.54M 2.39%
24,143
+79
8
$6.12M 2.24%
234,908
-848
9
$4.98M 1.82%
76,145
+2,803
10
$4.65M 1.7%
28,224
+66
11
$4.61M 1.68%
40,921
-84
12
$4.52M 1.65%
793,473
+5,003
13
$4.47M 1.63%
38,562
-34
14
$4.05M 1.48%
51,064
+71
15
$3.65M 1.33%
15,795
-147
16
$3.58M 1.31%
20,840
+80
17
$3.46M 1.26%
22,256
+137
18
$3.4M 1.24%
25,342
+573
19
$3.25M 1.19%
26,620
+80
20
$3.21M 1.17%
77,863
+1
21
$2.86M 1.05%
51,930
+3,768
22
$2.84M 1.04%
25,115
-436
23
$2.44M 0.89%
12,293
24
$2.42M 0.89%
7,600
+45
25
$2.39M 0.87%
6,065
+3,171
1
2 3 4 5