SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
76
$627K 0.23%
3,740
-3
77
$596K 0.22%
32,208
-2,192
78
$581K 0.21%
5,004
-9
79
$581K 0.21%
2,902
+2
80
$581K 0.21%
2,232
+64
81
$573K 0.21%
939
+7
82
$563K 0.21%
4,367
+8
83
$539K 0.2%
2,537
+2
84
$532K 0.2%
4,825
+11
85
$521K 0.19%
7,898
+9
86
$521K 0.19%
9,569
-87
87
$519K 0.19%
1,503
+85
88
$481K 0.18%
8,267
-59
89
$474K 0.17%
1,271
+2
90
$459K 0.17%
1,214
-3
91
$459K 0.17%
1,065
92
$450K 0.17%
3,169
93
$447K 0.16%
1,248
+137
94
$441K 0.16%
1,117
+1
95
$439K 0.16%
3,433
-16
96
$434K 0.16%
3,943
-5
97
$432K 0.16%
1,858
+2
98
$426K 0.16%
2,456
-3
99
$416K 0.15%
12,500
100
$415K 0.15%
495
+1
2 3
4
5 6