SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
1126
$2.84K ﹤0.01%
16
+1
1127
$2.82K ﹤0.01%
16
1128
$2.81K ﹤0.01%
129
-16
1129
$2.8K ﹤0.01%
10
+1
1130
$2.79K ﹤0.01%
102
1131
$2.78K ﹤0.01%
20
1132
$2.75K ﹤0.01%
112
1133
$2.69K ﹤0.01%
91
1134
$2.68K ﹤0.01%
17
1135
$2.67K ﹤0.01%
72
+4
1136
$2.65K ﹤0.01%
152
1137
$2.63K ﹤0.01%
62
1138
$2.62K ﹤0.01%
10
1139
$2.61K ﹤0.01%
26
1140
$2.58K ﹤0.01%
44
1141
$2.54K ﹤0.01%
60
-9
1142
$2.54K ﹤0.01%
53
1143
$2.53K ﹤0.01%
65
1144
$2.52K ﹤0.01%
15
1145
$2.5K ﹤0.01%
80
1146
$2.43K ﹤0.01%
4
+1
1147
$2.41K ﹤0.01%
28
+2
1148
$2.41K ﹤0.01%
8
+3
1149
$2.39K ﹤0.01%
108
1150
$2.38K ﹤0.01%
145
44 45
46
47 48