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
876
$11.1K ﹤0.01%
2,325
877
$11K ﹤0.01%
345
878
$11K ﹤0.01%
1,643
879
$10.9K ﹤0.01%
287
880
$10.9K ﹤0.01%
+816
881
$10.9K ﹤0.01%
1,439
882
$10.8K ﹤0.01%
310
883
$10.8K ﹤0.01%
2,786
884
$10.8K ﹤0.01%
423
885
$10.8K ﹤0.01%
256
886
$10.8K ﹤0.01%
271
887
$10.7K ﹤0.01%
165
888
$10.6K ﹤0.01%
327
+11
889
$10.6K ﹤0.01%
231
890
$10.5K ﹤0.01%
40
+1
891
$10.4K ﹤0.01%
387
892
$10.4K ﹤0.01%
+399
893
$10.4K ﹤0.01%
332
894
$10.4K ﹤0.01%
29
895
$10.3K ﹤0.01%
307
896
$10.3K ﹤0.01%
420
+126
897
$10.3K ﹤0.01%
35
+1
898
$10.3K ﹤0.01%
366
+5
899
$10.3K ﹤0.01%
347
900
$10.3K ﹤0.01%
779
34 35
36
37 38