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
626
$25.2K 0.01%
571
627
$25.1K 0.01%
106
628
$25.1K 0.01%
454
629
$25K 0.01%
1,097
630
$24.7K 0.01%
+289
631
$24.6K 0.01%
+215
632
$24.6K 0.01%
88
+1
633
$24.6K 0.01%
82
+2
634
$24.6K 0.01%
515
635
$24.3K 0.01%
103
+2
636
$24.2K 0.01%
943
637
$24.2K 0.01%
2,158
+60
638
$24.2K 0.01%
3,024
639
$24.1K 0.01%
760
-146
640
$24K 0.01%
400
641
$24K 0.01%
496
+107
642
$23.7K 0.01%
1,387
643
$23.6K 0.01%
262
+35
644
$23.5K 0.01%
1,686
645
$23.4K 0.01%
1,085
646
$23.4K 0.01%
65
-2
647
$23.3K 0.01%
113
+2
648
$23.2K 0.01%
418
649
$23.2K 0.01%
504
650
$23.2K 0.01%
545
24 25
26
27 28