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
476
$38.1K 0.01%
426
+17
477
$38K 0.01%
654
478
$37.8K 0.01%
979
479
$37.8K 0.01%
1,054
-260
480
$37.7K 0.01%
1,621
481
$37.6K 0.01%
740
+95
482
$37.5K 0.01%
674
483
$37.5K 0.01%
2,482
+435
484
$37.4K 0.01%
1,277
485
$37.4K 0.01%
472
486
$37.3K 0.01%
222
487
$37.3K 0.01%
348
488
$37.1K 0.01%
748
489
$37.1K 0.01%
475
490
$37K 0.01%
275
491
$36.8K 0.01%
625
492
$36.8K 0.01%
+423
493
$36.5K 0.01%
1,236
494
$36.5K 0.01%
968
495
$36.4K 0.01%
195
496
$36.4K 0.01%
124
-9
497
$36.3K 0.01%
877
498
$36.3K 0.01%
2,820
499
$36.1K 0.01%
1,119
500
$36K 0.01%
4,783
18 19
20
21 22