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
876
$11K ﹤0.01%
345
877
$11K ﹤0.01%
1,643
878
$10.9K ﹤0.01%
287
879
$10.9K ﹤0.01%
+816
880
$10.9K ﹤0.01%
1,439
881
$10.8K ﹤0.01%
310
882
$10.8K ﹤0.01%
2,786
883
$10.8K ﹤0.01%
423
884
$10.8K ﹤0.01%
256
885
$10.8K ﹤0.01%
271
886
$10.7K ﹤0.01%
165
887
$10.6K ﹤0.01%
327
+11
888
$10.6K ﹤0.01%
231
889
$10.5K ﹤0.01%
40
+1
890
$10.4K ﹤0.01%
387
891
$10.4K ﹤0.01%
+399
892
$10.4K ﹤0.01%
332
893
$10.4K ﹤0.01%
29
894
$10.3K ﹤0.01%
307
895
$10.3K ﹤0.01%
420
+126
896
$10.3K ﹤0.01%
35
+1
897
$10.3K ﹤0.01%
366
+5
898
$10.3K ﹤0.01%
347
899
$10.3K ﹤0.01%
779
900
$10.3K ﹤0.01%
658
34 35
36
37 38