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
926
$9.55K ﹤0.01%
+1,273
927
$9.52K ﹤0.01%
+374
928
$9.52K ﹤0.01%
412
+52
929
$9.43K ﹤0.01%
398
930
$9.39K ﹤0.01%
17
931
$9.38K ﹤0.01%
385
932
$9.38K ﹤0.01%
746
933
$9.37K ﹤0.01%
210
934
$9.35K ﹤0.01%
67
935
$9.32K ﹤0.01%
497
936
$9.31K ﹤0.01%
82
-3
937
$9.29K ﹤0.01%
+216
938
$9.25K ﹤0.01%
51
-12
939
$9.23K ﹤0.01%
86
-10
940
$9.21K ﹤0.01%
31
-10
941
$9.16K ﹤0.01%
411
942
$9.09K ﹤0.01%
262
-12
943
$9.05K ﹤0.01%
156
+3
944
$9.03K ﹤0.01%
348
+35
945
$9.02K ﹤0.01%
100
946
$8.97K ﹤0.01%
202
947
$8.81K ﹤0.01%
+502
948
$8.81K ﹤0.01%
189
949
$8.79K ﹤0.01%
396
950
$8.77K ﹤0.01%
174
+5
36 37
38
39 40