SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
51
$904K 0.33%
43,640
+2,080
52
$902K 0.33%
4,124
53
$880K 0.32%
16,510
-166
54
$877K 0.32%
45,322
-622
55
$842K 0.31%
3,120
+4
56
$831K 0.31%
19,320
-16
57
$827K 0.31%
9,123
+1,760
58
$816K 0.3%
3,567
-75
59
$799K 0.29%
2,384
-2
60
$797K 0.29%
4,150
61
$768K 0.28%
11,159
-42
62
$766K 0.28%
114,263
-1,535
63
$747K 0.28%
10,112
64
$735K 0.27%
1,276
+4
65
$727K 0.27%
5,648
+6
66
$704K 0.26%
3,592
-2
67
$699K 0.26%
12,290
-920
68
$694K 0.26%
11,725
+11
69
$688K 0.25%
1,620
+2
70
$675K 0.25%
3,992
+19
71
$661K 0.24%
1,900
+4
72
$659K 0.24%
1,059
+1
73
$649K 0.24%
2,809
+113
74
$634K 0.23%
2,338
+93
75
$629K 0.23%
11,248
+34
1 2
3
4 5