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
851
$11.8K ﹤0.01%
455
852
$11.8K ﹤0.01%
362
853
$11.7K ﹤0.01%
54
854
$11.7K ﹤0.01%
272
855
$11.7K ﹤0.01%
186
+14
856
$11.6K ﹤0.01%
361
857
$11.6K ﹤0.01%
137
+3
858
$11.6K ﹤0.01%
35
+1
859
$11.5K ﹤0.01%
146
+2
860
$11.5K ﹤0.01%
1,089
+394
861
$11.5K ﹤0.01%
497
862
$11.4K ﹤0.01%
+114
863
$11.4K ﹤0.01%
89
+2
864
$11.4K ﹤0.01%
280
865
$11.4K ﹤0.01%
43
+1
866
$11.3K ﹤0.01%
67
867
$11.3K ﹤0.01%
722
+151
868
$11.3K ﹤0.01%
76
+3
869
$11.3K ﹤0.01%
554
870
$11.2K ﹤0.01%
304
-124
871
$11.2K ﹤0.01%
325
872
$11.1K ﹤0.01%
231
873
$11.1K ﹤0.01%
166
+3
874
$11.1K ﹤0.01%
588
875
$11.1K ﹤0.01%
+113
33 34
35
36 37