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
501
$36K 0.01%
4,783
502
$35.8K 0.01%
510
+3
503
$35.6K 0.01%
722
+115
504
$35.2K 0.01%
661
505
$34.9K 0.01%
202
+2
506
$34.5K 0.01%
658
507
$34.3K 0.01%
2,425
+199
508
$34.3K 0.01%
1,116
509
$34.3K 0.01%
555
+4
510
$34.1K 0.01%
550
511
$34.1K 0.01%
456
512
$34.1K 0.01%
466
513
$34K 0.01%
20
514
$33.9K 0.01%
750
515
$33.8K 0.01%
627
516
$33.6K 0.01%
376
517
$33.4K 0.01%
1,024
518
$33.4K 0.01%
1,503
519
$33.3K 0.01%
664
520
$33.3K 0.01%
1,399
521
$33.2K 0.01%
126
+3
522
$33.2K 0.01%
790
523
$33.1K 0.01%
840
524
$33.1K 0.01%
591
+393
525
$33K 0.01%
447
19 20
21
22 23