SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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
326
$66.5K 0.02%
2,839
327
$66.5K 0.02%
873
328
$66.1K 0.02%
2,016
329
$65.8K 0.02%
4,436
330
$65.6K 0.02%
991
+93
331
$65.5K 0.02%
351
332
$65.3K 0.02%
2,086
-19
333
$64.6K 0.02%
569
334
$64.5K 0.02%
1,272
335
$64.2K 0.02%
3,460
336
$63.7K 0.02%
475
337
$62.9K 0.02%
197
338
$62.8K 0.02%
831
339
$62.7K 0.02%
2,323
-9
340
$62.4K 0.02%
2,811
341
$62.1K 0.02%
4,643
-1
342
$62K 0.02%
1,895
343
$62K 0.02%
1,609
344
$61.9K 0.02%
862
345
$61.5K 0.02%
1,951
346
$61.5K 0.02%
+2,117
347
$61.4K 0.02%
686
-3
348
$61.4K 0.02%
548
349
$61.2K 0.02%
2,085
350
$61K 0.02%
430
12 13
14
15 16