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
576
$28.8K 0.01%
733
+219
577
$28.8K 0.01%
356
578
$28.7K 0.01%
505
+13
579
$28.7K 0.01%
730
580
$28.6K 0.01%
1,630
+130
581
$28.6K 0.01%
317
582
$28.5K 0.01%
1,226
583
$28.5K 0.01%
2,365
+646
584
$28.4K 0.01%
552
585
$28.3K 0.01%
665
-15
586
$28.2K 0.01%
368
+6
587
$28.2K 0.01%
815
588
$28.2K 0.01%
658
+331
589
$28K 0.01%
143
590
$27.9K 0.01%
407
591
$27.9K 0.01%
769
592
$27.9K 0.01%
1,678
593
$27.8K 0.01%
1,947
594
$27.8K 0.01%
270
+6
595
$27.7K 0.01%
416
-145
596
$27.7K 0.01%
1,657
597
$27.6K 0.01%
+731
598
$27.6K 0.01%
670
599
$27.4K 0.01%
667
600
$27.3K 0.01%
136
22 23
24
25 26