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
651
$23.2K 0.01%
472
652
$23.1K 0.01%
60
+41
653
$23K 0.01%
448
654
$22.9K 0.01%
1,162
655
$22.8K 0.01%
369
656
$22.8K 0.01%
6,085
-425
657
$22.8K 0.01%
1,764
+1,186
658
$22.4K 0.01%
2,518
659
$22.3K 0.01%
1,112
660
$22.1K 0.01%
808
+13
661
$21.8K 0.01%
500
662
$21.8K 0.01%
3,044
663
$21.7K 0.01%
813
664
$21.6K 0.01%
1,197
665
$21.6K 0.01%
129
+43
666
$21.5K 0.01%
461
667
$21.4K 0.01%
9
-2
668
$21.4K 0.01%
435
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669
$21.3K 0.01%
369
670
$21.2K 0.01%
312
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671
$21.2K 0.01%
722
672
$21.1K 0.01%
595
+5
673
$21.1K 0.01%
4,234
-34
674
$21.1K 0.01%
222
675
$21K 0.01%
270
25 26
27
28 29