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
301
$71.3K 0.03%
704
302
$71K 0.03%
409
+3
303
$70.5K 0.03%
634
304
$70.3K 0.03%
2,252
+6
305
$70.1K 0.03%
293
+1
306
$69.9K 0.03%
1,611
+13
307
$69.9K 0.03%
676
+164
308
$69.8K 0.03%
737
309
$69.5K 0.03%
2,349
310
$69.4K 0.03%
862
311
$69.4K 0.03%
996
+6
312
$69.2K 0.03%
1,426
313
$68.9K 0.03%
2,111
314
$68.5K 0.03%
1,467
315
$68.4K 0.03%
364
316
$68.2K 0.03%
257
-94
317
$68.1K 0.03%
2,690
318
$68K 0.03%
707
319
$67.9K 0.03%
830
320
$67.8K 0.03%
2,281
+13
321
$67.5K 0.02%
834
322
$67.2K 0.02%
4,272
-12
323
$66.9K 0.02%
742
324
$66.9K 0.02%
3,043
325
$66.8K 0.02%
836
11 12
13
14 15