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
926
$9.55K ﹤0.01%
100
927
$9.55K ﹤0.01%
+1,273
928
$9.52K ﹤0.01%
+374
929
$9.52K ﹤0.01%
412
+52
930
$9.43K ﹤0.01%
398
931
$9.39K ﹤0.01%
17
932
$9.38K ﹤0.01%
385
933
$9.38K ﹤0.01%
746
934
$9.37K ﹤0.01%
210
935
$9.35K ﹤0.01%
67
936
$9.32K ﹤0.01%
497
937
$9.31K ﹤0.01%
82
-3
938
$9.29K ﹤0.01%
+216
939
$9.25K ﹤0.01%
51
-12
940
$9.23K ﹤0.01%
86
-10
941
$9.21K ﹤0.01%
31
-10
942
$9.16K ﹤0.01%
411
943
$9.09K ﹤0.01%
262
-12
944
$9.05K ﹤0.01%
156
+3
945
$9.03K ﹤0.01%
348
+35
946
$9.02K ﹤0.01%
100
947
$8.97K ﹤0.01%
202
948
$8.81K ﹤0.01%
+502
949
$8.81K ﹤0.01%
189
950
$8.79K ﹤0.01%
396
36 37
38
39 40