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
976
$8.13K ﹤0.01%
409
977
$8.13K ﹤0.01%
371
978
$8.1K ﹤0.01%
397
-73
979
$8.07K ﹤0.01%
567
+29
980
$8K ﹤0.01%
95
-72
981
$7.97K ﹤0.01%
+138
982
$7.94K ﹤0.01%
98
983
$7.93K ﹤0.01%
362
984
$7.9K ﹤0.01%
381
985
$7.9K ﹤0.01%
26
+1
986
$7.88K ﹤0.01%
466
987
$7.86K ﹤0.01%
206
988
$7.86K ﹤0.01%
31
+1
989
$7.82K ﹤0.01%
71
+2
990
$7.72K ﹤0.01%
54
+2
991
$7.65K ﹤0.01%
182
992
$7.62K ﹤0.01%
200
993
$7.61K ﹤0.01%
405
-3
994
$7.58K ﹤0.01%
769
995
$7.56K ﹤0.01%
690
996
$7.55K ﹤0.01%
55
+3
997
$7.47K ﹤0.01%
189
+29
998
$7.45K ﹤0.01%
34
+1
999
$7.43K ﹤0.01%
90
+2
1000
$7.42K ﹤0.01%
35
-1
38 39
40
41 42