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
826
$12.8K ﹤0.01%
343
827
$12.7K ﹤0.01%
209
+15
828
$12.7K ﹤0.01%
182
+3
829
$12.7K ﹤0.01%
556
830
$12.7K ﹤0.01%
920
831
$12.6K ﹤0.01%
60
-2
832
$12.6K ﹤0.01%
+170
833
$12.5K ﹤0.01%
384
+69
834
$12.5K ﹤0.01%
380
835
$12.5K ﹤0.01%
341
836
$12.5K ﹤0.01%
+175
837
$12.4K ﹤0.01%
196
838
$12.4K ﹤0.01%
1,931
839
$12.4K ﹤0.01%
337
840
$12.3K ﹤0.01%
388
+38
841
$12.3K ﹤0.01%
1,088
842
$12.3K ﹤0.01%
83
-4
843
$12.2K ﹤0.01%
275
844
$12.2K ﹤0.01%
481
+123
845
$12.1K ﹤0.01%
912
846
$12.1K ﹤0.01%
390
847
$12K ﹤0.01%
402
848
$12K ﹤0.01%
71
-1
849
$11.9K ﹤0.01%
416
850
$11.8K ﹤0.01%
300
32 33
34
35 36