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
1051
$5.16K ﹤0.01%
27
-6
1052
$5.15K ﹤0.01%
88
1053
$5.07K ﹤0.01%
142
+4
1054
$5.02K ﹤0.01%
137
+5
1055
$4.92K ﹤0.01%
45
1056
$4.92K ﹤0.01%
20
1057
$4.92K ﹤0.01%
27
+1
1058
$4.9K ﹤0.01%
120
1059
$4.88K ﹤0.01%
215
1060
$4.81K ﹤0.01%
352
+14
1061
$4.75K ﹤0.01%
106
1062
$4.7K ﹤0.01%
132
-20
1063
$4.68K ﹤0.01%
521
1064
$4.66K ﹤0.01%
221
-33,653
1065
$4.65K ﹤0.01%
21
+1
1066
$4.65K ﹤0.01%
375
-116
1067
$4.63K ﹤0.01%
31
1068
$4.58K ﹤0.01%
198
1069
$4.54K ﹤0.01%
176
+10
1070
$4.54K ﹤0.01%
51
1071
$4.43K ﹤0.01%
194
-8
1072
$4.39K ﹤0.01%
33
+2
1073
$4.37K ﹤0.01%
95
1074
$4.33K ﹤0.01%
53
1075
$4.33K ﹤0.01%
26
+1
41 42
43
44 45