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
601
$27.1K 0.01%
357
-31
602
$27K 0.01%
1,600
603
$26.9K 0.01%
551
+20
604
$26.8K 0.01%
287
605
$26.8K 0.01%
1,044
606
$26.7K 0.01%
774
607
$26.7K 0.01%
464
608
$26.6K 0.01%
2,853
609
$26.5K 0.01%
411
610
$26.3K 0.01%
687
611
$26.2K 0.01%
487
612
$26.2K 0.01%
1,372
613
$26.1K 0.01%
428
614
$26K 0.01%
671
615
$26K 0.01%
86
616
$26K 0.01%
+1,040
617
$25.8K 0.01%
78
+3
618
$25.5K 0.01%
684
619
$25.5K 0.01%
1,343
620
$25.5K 0.01%
1,031
+22
621
$25.4K 0.01%
480
622
$25.3K 0.01%
1,007
623
$25.3K 0.01%
1,331
624
$25.2K 0.01%
1,195
625
$25.2K 0.01%
488