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
526
$32.9K 0.01%
654
+229
527
$32.9K 0.01%
5,150
528
$32.9K 0.01%
454
+60
529
$32.9K 0.01%
405
530
$32.8K 0.01%
666
531
$32.5K 0.01%
95
+1
532
$32.1K 0.01%
1,630
+159
533
$32K 0.01%
2,360
-16
534
$32K 0.01%
640
535
$31.9K 0.01%
2,405
536
$31.9K 0.01%
990
537
$31.6K 0.01%
454
538
$31.5K 0.01%
278
+44
539
$31.5K 0.01%
577
540
$31.2K 0.01%
5,510
541
$31.2K 0.01%
260
542
$31.1K 0.01%
1,234
543
$31.1K 0.01%
186
+1
544
$31.1K 0.01%
377
+2
545
$31K 0.01%
403
546
$30.9K 0.01%
767
-41
547
$30.9K 0.01%
405
548
$30.8K 0.01%
1,889
549
$30.8K 0.01%
1,512
550
$30.6K 0.01%
395
20 21
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