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
426
$44.5K 0.02%
1,171
+368
427
$44.3K 0.02%
994
428
$44.2K 0.02%
899
429
$44.2K 0.02%
840
430
$44K 0.02%
+483
431
$43.8K 0.02%
1,895
+49
432
$43.7K 0.02%
461
433
$43.7K 0.02%
2,308
434
$43.7K 0.02%
121
+1
435
$43.5K 0.02%
1,859
436
$43.4K 0.02%
1,072
437
$43.4K 0.02%
3,507
438
$43.3K 0.02%
948
439
$43.1K 0.02%
536
-6
440
$42.8K 0.02%
109
441
$42.6K 0.02%
1,158
+21
442
$42.5K 0.02%
660
-8
443
$42.5K 0.02%
1,421
444
$42.4K 0.02%
1,995
445
$42.4K 0.02%
2,080
+29
446
$42.3K 0.02%
1,045
+5
447
$42.3K 0.02%
1,227
448
$42.3K 0.02%
1,659
449
$42.2K 0.02%
424
450
$41.9K 0.02%
1,561
16 17
18
19 20