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
701
$19.6K 0.01%
2,373
+1,203
702
$19.5K 0.01%
173
703
$19.5K 0.01%
246
704
$19.5K 0.01%
347
705
$19.5K 0.01%
72
+1
706
$19.3K 0.01%
533
-9
707
$19.2K 0.01%
1,349
708
$18.9K 0.01%
232
-82
709
$18.8K 0.01%
704
710
$18.7K 0.01%
+580
711
$18.7K 0.01%
738
712
$18.7K 0.01%
196
+4
713
$18.6K 0.01%
90
+1
714
$18.6K 0.01%
436
-86
715
$18.4K 0.01%
332
+47
716
$18.4K 0.01%
259
-137
717
$18.3K 0.01%
545
718
$18.3K 0.01%
254
719
$18.2K 0.01%
165
720
$18.2K 0.01%
+1,399
721
$18.2K 0.01%
644
722
$18.1K 0.01%
425
723
$18.1K 0.01%
290
724
$18.1K 0.01%
353
+87
725
$18.1K 0.01%
+713
27 28
29
30 31