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
251
$98.1K 0.04%
822
252
$97.3K 0.04%
442
+1
253
$97.3K 0.04%
1,183
+3
254
$96.8K 0.04%
837
-10
255
$96.8K 0.04%
1,515
256
$96.5K 0.04%
1,419
257
$95.9K 0.04%
613
258
$94.5K 0.03%
1,960
+116
259
$93.5K 0.03%
826
+4
260
$92K 0.03%
1,578
-164
261
$91.8K 0.03%
1,896
262
$91.5K 0.03%
1,524
263
$89K 0.03%
6,769
-25
264
$89K 0.03%
2,994
265
$88.6K 0.03%
2,986
266
$87K 0.03%
600
267
$86.7K 0.03%
305
268
$86.4K 0.03%
582
269
$85.3K 0.03%
1,460
+5
270
$85.1K 0.03%
177
271
$84.6K 0.03%
804
272
$84.6K 0.03%
869
273
$83K 0.03%
181
274
$82.9K 0.03%
512
+4
275
$81.7K 0.03%
668
+2
9 10
11
12 13