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
1001
$7.33K ﹤0.01%
38
1002
$7.3K ﹤0.01%
834
1003
$7.2K ﹤0.01%
141
1004
$7.15K ﹤0.01%
94
1005
$7.08K ﹤0.01%
59
1006
$6.97K ﹤0.01%
272
+31
1007
$6.91K ﹤0.01%
353
1008
$6.9K ﹤0.01%
368
1009
$6.83K ﹤0.01%
41
1010
$6.8K ﹤0.01%
138
1011
$6.74K ﹤0.01%
190
1012
$6.73K ﹤0.01%
75
1013
$6.72K ﹤0.01%
314
1014
$6.61K ﹤0.01%
452
1015
$6.44K ﹤0.01%
74
1016
$6.38K ﹤0.01%
232
1017
$6.38K ﹤0.01%
120
1018
$6.36K ﹤0.01%
42
+1
1019
$6.33K ﹤0.01%
92
1020
$6.28K ﹤0.01%
417
1021
$6.27K ﹤0.01%
119
-12
1022
$6.23K ﹤0.01%
180
1023
$6.19K ﹤0.01%
198
1024
$6.17K ﹤0.01%
21
1025
$6.16K ﹤0.01%
110
-10
39 40
41
42 43