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
$271M
AUM Growth
-$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,363
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$160K
3
+$132K
4
PSMJ icon
Pacer Swan SOS Moderate July ETF
PSMJ
+$99K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$84.5K

Top Sells

1
+$710K
2
+$210K
3
+$197K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$160K
5
SAIA icon
Saia
SAIA
+$117K

Sector Composition

1 Technology 16.1%
2 Financials 11.23%
3 Healthcare 10.35%
4 Consumer Discretionary 7.13%
5 Industrials 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$126K 0.05%
3,556
+6
227
$126K 0.05%
2,427
+6
228
$125K 0.05%
172
-2
229
$121K 0.04%
1,056
230
$121K 0.04%
1,220
231
$121K 0.04%
910
+8
232
$120K 0.04%
1,065
233
$117K 0.04%
1,679
+5
234
$116K 0.04%
2,927
-34
235
$116K 0.04%
720
236
$115K 0.04%
817
237
$114K 0.04%
3,871
-169
238
$113K 0.04%
3,425
+634
239
$109K 0.04%
1,094
-1
240
$108K 0.04%
328
241
$108K 0.04%
4,446
242
$105K 0.04%
1,450
-51
243
$104K 0.04%
1,421
+22
244
$104K 0.04%
192
+2
245
$102K 0.04%
880
-206
246
$99K 0.04%
+4,820
247
$98.7K 0.04%
2,345
+5
248
$98.6K 0.04%
1,328
+3
249
$98.4K 0.04%
1,394
+4
250
$98.3K 0.04%
2,660
8 9
10
11 12