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
551
$30.5K 0.01%
933
+244
552
$30.4K 0.01%
762
+732
553
$30.2K 0.01%
209
+7
554
$30.2K 0.01%
802
555
$30.2K 0.01%
522
556
$30.1K 0.01%
388
-56
557
$30.1K 0.01%
191
558
$30.1K 0.01%
1,330
+44
559
$30K 0.01%
105
+2
560
$29.9K 0.01%
230
561
$29.9K 0.01%
+75
562
$29.9K 0.01%
710
563
$29.9K 0.01%
67
564
$29.9K 0.01%
2,190
565
$29.8K 0.01%
2,189
566
$29.8K 0.01%
206
567
$29.8K 0.01%
471
568
$29.6K 0.01%
365
+12
569
$29.6K 0.01%
+1,542
570
$29.6K 0.01%
183
571
$29.3K 0.01%
340
572
$29.1K 0.01%
328
573
$29K 0.01%
2,007
574
$28.9K 0.01%
692
575
$28.9K 0.01%
1,015
+211