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
976
$8.13K ﹤0.01%
371
977
$8.1K ﹤0.01%
397
-73
978
$8.07K ﹤0.01%
567
+29
979
$8K ﹤0.01%
95
-72
980
$7.97K ﹤0.01%
+138
981
$7.94K ﹤0.01%
98
982
$7.93K ﹤0.01%
362
983
$7.9K ﹤0.01%
381
984
$7.9K ﹤0.01%
26
+1
985
$7.88K ﹤0.01%
466
986
$7.86K ﹤0.01%
206
987
$7.86K ﹤0.01%
31
+1
988
$7.82K ﹤0.01%
71
+2
989
$7.72K ﹤0.01%
54
+2
990
$7.65K ﹤0.01%
182
991
$7.62K ﹤0.01%
200
992
$7.61K ﹤0.01%
405
-3
993
$7.58K ﹤0.01%
769
994
$7.56K ﹤0.01%
690
995
$7.55K ﹤0.01%
55
+3
996
$7.47K ﹤0.01%
189
+29
997
$7.45K ﹤0.01%
34
+1
998
$7.43K ﹤0.01%
90
+2
999
$7.42K ﹤0.01%
35
-1
1000
$7.36K ﹤0.01%
18
+1
38 39
40
41 42