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
1176
$1.9K ﹤0.01%
47
1177
$1.85K ﹤0.01%
2
1178
$1.83K ﹤0.01%
20
1179
$1.83K ﹤0.01%
104
1180
$1.83K ﹤0.01%
24
1181
$1.82K ﹤0.01%
50
1182
$1.82K ﹤0.01%
12
+3
1183
$1.8K ﹤0.01%
52
+20
1184
$1.77K ﹤0.01%
32
1185
$1.76K ﹤0.01%
25
+24
1186
$1.74K ﹤0.01%
231
-132
1187
$1.72K ﹤0.01%
25
-20
1188
$1.72K ﹤0.01%
65
1189
$1.72K ﹤0.01%
14
1190
$1.71K ﹤0.01%
15
+2
1191
$1.67K ﹤0.01%
91
1192
$1.67K ﹤0.01%
18
+2
1193
$1.66K ﹤0.01%
+30
1194
$1.66K ﹤0.01%
8
1195
$1.64K ﹤0.01%
26
-4
1196
$1.63K ﹤0.01%
100
1197
$1.63K ﹤0.01%
32
1198
$1.62K ﹤0.01%
49
-31
1199
$1.61K ﹤0.01%
139
1200
$1.59K ﹤0.01%
19
-2
46 47
48
49 50