SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
26
$2.46M 0.91%
12,296
+3
27
$2.21M 0.82%
16,600
+20
28
$2.16M 0.8%
6,377
+108
29
$2.02M 0.75%
23,193
-4
30
$2.01M 0.74%
78,669
-315
31
$1.84M 0.68%
7,125
+57
32
$1.81M 0.67%
8,935
+5
33
$1.74M 0.64%
12,415
+24
34
$1.63M 0.6%
28,586
+1,378
35
$1.57M 0.58%
118,303
36
$1.52M 0.56%
20,263
+28
37
$1.52M 0.56%
14,968
+1
38
$1.47M 0.54%
6,732
+270
39
$1.42M 0.52%
6,367
+90
40
$1.39M 0.51%
5,063
41
$1.22M 0.45%
23,306
-30
42
$1.2M 0.44%
10,484
-198
43
$1.2M 0.44%
15,306
+10
44
$1.06M 0.39%
3,867
+16
45
$1.02M 0.38%
18,936
+67
46
$1.02M 0.38%
18,621
-393
47
$997K 0.37%
4,212
+187
48
$969K 0.36%
2,481
+6
49
$965K 0.36%
5,023
+6
50
$916K 0.34%
6,090
+147
1
2
3 4 5