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
476
$38.3K 0.01%
1,812
477
$38.1K 0.01%
426
+17
478
$38K 0.01%
654
479
$37.8K 0.01%
979
480
$37.8K 0.01%
1,054
-260
481
$37.7K 0.01%
1,621
482
$37.6K 0.01%
740
+95
483
$37.5K 0.01%
674
484
$37.5K 0.01%
2,482
+435
485
$37.4K 0.01%
1,277
486
$37.4K 0.01%
472
487
$37.3K 0.01%
222
488
$37.3K 0.01%
348
489
$37.1K 0.01%
748
490
$37.1K 0.01%
475
491
$37K 0.01%
275
492
$36.8K 0.01%
625
493
$36.8K 0.01%
+423
494
$36.5K 0.01%
1,236
495
$36.5K 0.01%
968
496
$36.4K 0.01%
195
497
$36.4K 0.01%
124
-9
498
$36.3K 0.01%
877
499
$36.3K 0.01%
2,820
500
$36.1K 0.01%
1,119
18 19
20
21 22