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
951
$8.77K ﹤0.01%
622
+165
952
$8.73K ﹤0.01%
72
953
$8.73K ﹤0.01%
38
954
$8.72K ﹤0.01%
157
955
$8.7K ﹤0.01%
57
956
$8.7K ﹤0.01%
26
+1
957
$8.69K ﹤0.01%
507
+61
958
$8.63K ﹤0.01%
+297
959
$8.61K ﹤0.01%
42
-9
960
$8.54K ﹤0.01%
267
961
$8.46K ﹤0.01%
43
+1
962
$8.44K ﹤0.01%
525
-76
963
$8.43K ﹤0.01%
285
+8
964
$8.42K ﹤0.01%
358
+6
965
$8.35K ﹤0.01%
234
-179
966
$8.34K ﹤0.01%
1,715
967
$8.28K ﹤0.01%
85
+2
968
$8.27K ﹤0.01%
158
+1
969
$8.25K ﹤0.01%
309
+85
970
$8.19K ﹤0.01%
62
+12
971
$8.19K ﹤0.01%
102
-29
972
$8.18K ﹤0.01%
+235
973
$8.16K ﹤0.01%
1,093
-124
974
$8.14K ﹤0.01%
248
975
$8.13K ﹤0.01%
409
37 38
39
40 41