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 +$430K
2 +$174K
3 +$128K
4
PSMJ icon
Pacer Swan SOS Moderate July ETF
PSMJ
+$99.8K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$86.9K

Top Sells

1 +$710K
2 +$210K
3 +$197K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$164K
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
751
$16.6K 0.01%
719
752
$16.6K 0.01%
432
753
$16.5K 0.01%
207
+22
754
$16.5K 0.01%
+515
755
$16.4K 0.01%
208
756
$16.4K 0.01%
564
757
$16.3K 0.01%
475
758
$16.3K 0.01%
411
759
$16.3K 0.01%
105
760
$16.3K 0.01%
412
761
$16.2K 0.01%
195
762
$16.2K 0.01%
209
-234
763
$16.2K 0.01%
219
764
$16.1K 0.01%
+347
765
$15.9K 0.01%
854
766
$15.8K 0.01%
+262
767
$15.7K 0.01%
612
768
$15.7K 0.01%
765
-3
769
$15.6K 0.01%
408
770
$15.6K 0.01%
433
771
$15.6K 0.01%
191
772
$15.4K 0.01%
746
773
$15.4K 0.01%
608
774
$15.4K 0.01%
84
775
$15.3K 0.01%
162
+2