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
726
$18.1K 0.01%
431
-213
727
$18K 0.01%
157
+5
728
$18K 0.01%
2,003
+87
729
$18K 0.01%
1,959
730
$17.8K 0.01%
1,364
731
$17.8K 0.01%
336
732
$17.8K 0.01%
1,023
733
$17.6K 0.01%
1,101
+275
734
$17.6K 0.01%
102
-3
735
$17.6K 0.01%
2,805
736
$17.5K 0.01%
747
737
$17.5K 0.01%
400
738
$17.5K 0.01%
860
739
$17.4K 0.01%
231
740
$17.3K 0.01%
399
-31
741
$17.3K 0.01%
789
-390
742
$17.2K 0.01%
212
-11
743
$17.2K 0.01%
372
744
$17.1K 0.01%
1,810
+971
745
$17.1K 0.01%
493
746
$17K 0.01%
604
747
$17K 0.01%
108
-2
748
$17K 0.01%
808
749
$16.9K 0.01%
675
750
$16.9K 0.01%
514
+8
28 29
30
31 32