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
676
$21K 0.01%
642
677
$20.9K 0.01%
646
+335
678
$20.7K 0.01%
521
679
$20.7K 0.01%
972
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680
$20.7K 0.01%
371
681
$20.7K 0.01%
80
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682
$20.7K 0.01%
1,594
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683
$20.7K 0.01%
560
684
$20.6K 0.01%
321
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685
$20.6K 0.01%
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686
$20.5K 0.01%
391
687
$20.5K 0.01%
450
688
$20.5K 0.01%
371
689
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653
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$20.4K 0.01%
433
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691
$20.2K 0.01%
79
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693
$20.2K 0.01%
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$20.2K 0.01%
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$19.9K 0.01%
256
698
$19.8K 0.01%
551
699
$19.7K 0.01%
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700
$19.7K 0.01%
497
26 27
28
29 30