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
901
$10.3K ﹤0.01%
658
902
$10.3K ﹤0.01%
218
903
$10.2K ﹤0.01%
252
-130
904
$10.2K ﹤0.01%
34
+2
905
$10.1K ﹤0.01%
37
906
$10.1K ﹤0.01%
319
907
$10.1K ﹤0.01%
1,028
+1
908
$10.1K ﹤0.01%
+124
909
$10.1K ﹤0.01%
113
+7
910
$10K ﹤0.01%
+214
911
$10K ﹤0.01%
161
912
$9.99K ﹤0.01%
462
+9
913
$9.98K ﹤0.01%
15
+1
914
$9.96K ﹤0.01%
474
915
$9.83K ﹤0.01%
511
+5
916
$9.82K ﹤0.01%
90
+2
917
$9.81K ﹤0.01%
49
+1
918
$9.71K ﹤0.01%
451
919
$9.69K ﹤0.01%
89
+3
920
$9.68K ﹤0.01%
303
+18
921
$9.66K ﹤0.01%
470
922
$9.6K ﹤0.01%
541
-763
923
$9.58K ﹤0.01%
1,108
924
$9.58K ﹤0.01%
+224
925
$9.57K ﹤0.01%
102
+2
35 36
37
38 39