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
776
$15.3K 0.01%
162
+2
777
$15.3K 0.01%
101
778
$15.3K 0.01%
552
+171
779
$15.2K 0.01%
+148
780
$15.1K 0.01%
316
+21
781
$15.1K 0.01%
2,099
-104
782
$15K 0.01%
186
+8
783
$15K 0.01%
311
-174
784
$14.9K 0.01%
1,260
785
$14.9K 0.01%
1,118
786
$14.8K 0.01%
500
+8
787
$14.7K 0.01%
156
788
$14.6K 0.01%
120
789
$14.6K 0.01%
350
790
$14.6K 0.01%
500
791
$14.6K 0.01%
60
+2
792
$14.6K 0.01%
41
+2
793
$14.4K 0.01%
88
+2
794
$14.4K 0.01%
41
+1
795
$14.4K 0.01%
83
796
$14.4K 0.01%
60
+8
797
$14.3K 0.01%
96
+2
798
$14.3K 0.01%
401
799
$14.3K 0.01%
149
800
$14.2K 0.01%
548
-63
30 31
32
33 34