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
1076
$4.33K ﹤0.01%
27
1077
$4.3K ﹤0.01%
38
1078
$4.27K ﹤0.01%
127
+32
1079
$4.26K ﹤0.01%
199
1080
$4.25K ﹤0.01%
38
-7
1081
$4.24K ﹤0.01%
88
1082
$4.23K ﹤0.01%
40
+2
1083
$4.22K ﹤0.01%
34
+2
1084
$4.21K ﹤0.01%
51
1085
$4.18K ﹤0.01%
170
1086
$4.17K ﹤0.01%
35
+2
1087
$4.15K ﹤0.01%
149
+30
1088
$4.12K ﹤0.01%
8
1089
$4.12K ﹤0.01%
63
1090
$4.12K ﹤0.01%
43
-4
1091
$4.11K ﹤0.01%
83
1092
$3.98K ﹤0.01%
35
+2
1093
$3.89K ﹤0.01%
67
+3
1094
$3.89K ﹤0.01%
25
+2
1095
$3.86K ﹤0.01%
60
+3
1096
$3.67K ﹤0.01%
85
1097
$3.66K ﹤0.01%
86
1098
$3.64K ﹤0.01%
37
+3
1099
$3.64K ﹤0.01%
9
1100
$3.6K ﹤0.01%
31
42 43
44
45 46