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
801
$14.2K 0.01%
568
+99
802
$14.2K 0.01%
1,609
803
$14.1K 0.01%
+774
804
$14.1K 0.01%
310
805
$14K 0.01%
85
+1
806
$13.9K 0.01%
232
+5
807
$13.9K 0.01%
211
808
$13.9K 0.01%
428
809
$13.7K 0.01%
2,958
810
$13.7K 0.01%
170
811
$13.7K 0.01%
152
+3
812
$13.7K 0.01%
504
-32
813
$13.5K 0.01%
218
814
$13.4K 0.01%
330
+45
815
$13.4K ﹤0.01%
349
816
$13.4K ﹤0.01%
331
+6
817
$13.3K ﹤0.01%
1,157
-1,438
818
$13.3K ﹤0.01%
88
+3
819
$13.2K ﹤0.01%
492
820
$13.2K ﹤0.01%
185
-122
821
$13.2K ﹤0.01%
3,891
-109
822
$13.2K ﹤0.01%
406
823
$13K ﹤0.01%
141
824
$12.9K ﹤0.01%
414
825
$12.9K ﹤0.01%
99
+3
31 32
33
34 35