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
1101
$3.56K ﹤0.01%
44
1102
$3.54K ﹤0.01%
322
1103
$3.53K ﹤0.01%
35
1104
$3.46K ﹤0.01%
100
1105
$3.45K ﹤0.01%
352
1106
$3.39K ﹤0.01%
68
1107
$3.38K ﹤0.01%
14
+1
1108
$3.37K ﹤0.01%
171
1109
$3.36K ﹤0.01%
276
1110
$3.35K ﹤0.01%
13
1111
$3.34K ﹤0.01%
31
+2
1112
$3.31K ﹤0.01%
20
-2
1113
$3.29K ﹤0.01%
61
+5
1114
$3.23K ﹤0.01%
48
1115
$3.23K ﹤0.01%
114
1116
$3.21K ﹤0.01%
31
1117
$3.12K ﹤0.01%
35
1118
$3.12K ﹤0.01%
15
-6
1119
$3.08K ﹤0.01%
64
1120
$3.06K ﹤0.01%
91
1121
$3.06K ﹤0.01%
24
1122
$3.01K ﹤0.01%
19
1123
$2.92K ﹤0.01%
179
-34
1124
$2.85K ﹤0.01%
37
1125
$2.84K ﹤0.01%
16
+1
43 44
45
46 47