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
376
$54.4K 0.02%
482
377
$54.4K 0.02%
2,175
378
$54.3K 0.02%
2,321
379
$54.1K 0.02%
746
380
$53.8K 0.02%
1,264
381
$53.7K 0.02%
168
+5
382
$53.7K 0.02%
173
383
$53.7K 0.02%
697
384
$53.5K 0.02%
755
385
$52.7K 0.02%
360
386
$51.6K 0.02%
284
387
$51.5K 0.02%
1,524
388
$51.2K 0.02%
1,346
389
$51.2K 0.02%
568
390
$50.5K 0.02%
1,066
+41
391
$49.9K 0.02%
409
392
$49.9K 0.02%
666
393
$49.9K 0.02%
1,178
394
$49.5K 0.02%
454
395
$49.4K 0.02%
1,802
-32
396
$49.2K 0.02%
1,361
397
$49.1K 0.02%
1,032
-21
398
$48.9K 0.02%
1,016
399
$48.8K 0.02%
921
400
$48.8K 0.02%
624
14 15
16
17 18