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
1151
$2.35K ﹤0.01%
48
+4
1152
$2.33K ﹤0.01%
10
-1
1153
$2.31K ﹤0.01%
96
+86
1154
$2.29K ﹤0.01%
46
+5
1155
$2.24K ﹤0.01%
19
1156
$2.24K ﹤0.01%
29
1157
$2.24K ﹤0.01%
+3
1158
$2.19K ﹤0.01%
7
1159
$2.19K ﹤0.01%
18
1160
$2.18K ﹤0.01%
108
1161
$2.17K ﹤0.01%
100
1162
$2.15K ﹤0.01%
+11
1163
$2.12K ﹤0.01%
11
1164
$2.12K ﹤0.01%
81
1165
$2.1K ﹤0.01%
14
+7
1166
$2.1K ﹤0.01%
22
1167
$2.09K ﹤0.01%
10
1168
$2.07K ﹤0.01%
48
+5
1169
$2.05K ﹤0.01%
50
1170
$2.05K ﹤0.01%
58
1171
$2.04K ﹤0.01%
10
+1
1172
$2.03K ﹤0.01%
28
1173
$1.98K ﹤0.01%
12
+1
1174
$1.93K ﹤0.01%
48
1175
$1.9K ﹤0.01%
43
45 46
47
48 49