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
+$430K
2
+$174K
3
+$128K
4
PSMJ icon
Pacer Swan SOS Moderate July ETF
PSMJ
+$99.8K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$86.9K

Top Sells

1
+$710K
2
+$210K
3
+$197K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$164K
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
451
$41.6K 0.02%
1,109
-6
452
$41.4K 0.02%
992
453
$41.1K 0.02%
440
454
$41.1K 0.02%
528
455
$40.7K 0.02%
905
456
$40.7K 0.02%
3,158
457
$40.6K 0.02%
933
458
$40.6K 0.02%
724
459
$40.5K 0.02%
2,529
460
$40.5K 0.01%
162
461
$40.2K 0.01%
1,189
462
$39.7K 0.01%
1,834
463
$39.7K 0.01%
3,395
464
$39.6K 0.01%
2,616
465
$39.5K 0.01%
636
466
$39.4K 0.01%
258
467
$39.2K 0.01%
467
+3
468
$39.1K 0.01%
793
+227
469
$39K 0.01%
1,464
470
$39K 0.01%
694
471
$39K 0.01%
1,921
472
$38.8K 0.01%
748
473
$38.4K 0.01%
732
474
$38.3K 0.01%
572
475
$38.3K 0.01%
1,812
17 18
19
20 21