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
401
$48.6K 0.02%
900
402
$48.6K 0.02%
1,161
403
$48.5K 0.02%
1,738
+341
404
$48.5K 0.02%
967
405
$48K 0.02%
2,833
406
$47.9K 0.02%
852
407
$47.8K 0.02%
4,960
408
$47.7K 0.02%
1,587
+861
409
$47K 0.02%
248
410
$46.9K 0.02%
910
411
$46.8K 0.02%
200
+67
412
$46.4K 0.02%
1,156
413
$46.3K 0.02%
743
+6
414
$46.3K 0.02%
200
+27
415
$46.2K 0.02%
489
416
$46.1K 0.02%
1,544
417
$45.7K 0.02%
1,169
418
$45.5K 0.02%
580
419
$45.3K 0.02%
550
420
$45.3K 0.02%
1,717
421
$45.1K 0.02%
1,206
422
$45K 0.02%
1,633
+65
423
$45K 0.02%
623
424
$44.6K 0.02%
3,326
425
$44.5K 0.02%
231
15 16
17
18 19