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
276
$81.5K 0.03%
865
+4
277
$81.1K 0.03%
3,692
278
$81K 0.03%
1,184
279
$81K 0.03%
1,191
+3
280
$80.6K 0.03%
2,041
+5
281
$80.4K 0.03%
348
+21
282
$80.2K 0.03%
3,237
283
$79.8K 0.03%
101
+1
284
$79.4K 0.03%
702
285
$78.6K 0.03%
1,470
286
$78.4K 0.03%
894
287
$78.3K 0.03%
357
+2
288
$78K 0.03%
1,437
-48
289
$78K 0.03%
328
290
$77.7K 0.03%
2,368
291
$77.3K 0.03%
617
-6
292
$75.9K 0.03%
386
293
$74.2K 0.03%
1,242
294
$73.6K 0.03%
307
295
$73.1K 0.03%
528
-31
296
$73K 0.03%
4,307
297
$72.4K 0.03%
2,026
298
$72.2K 0.03%
442
299
$71.4K 0.03%
5,602
300
$71.3K 0.03%
1,005
-18
10 11
12
13 14