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
1201
$1.59K ﹤0.01%
18
1202
$1.58K ﹤0.01%
29
1203
$1.57K ﹤0.01%
6
1204
$1.57K ﹤0.01%
+18
1205
$1.55K ﹤0.01%
34
1206
$1.52K ﹤0.01%
24
1207
$1.51K ﹤0.01%
61
+6
1208
$1.5K ﹤0.01%
9
+1
1209
$1.48K ﹤0.01%
54
1210
$1.46K ﹤0.01%
7
1211
$1.45K ﹤0.01%
10
1212
$1.45K ﹤0.01%
20
-16
1213
$1.43K ﹤0.01%
33
-5
1214
$1.43K ﹤0.01%
12
1215
$1.42K ﹤0.01%
+69
1216
$1.39K ﹤0.01%
7
1217
$1.36K ﹤0.01%
4
+1
1218
$1.35K ﹤0.01%
8
1219
$1.35K ﹤0.01%
7
1220
$1.34K ﹤0.01%
17
1221
$1.34K ﹤0.01%
9
+2
1222
$1.33K ﹤0.01%
+5
1223
$1.28K ﹤0.01%
5
1224
$1.25K ﹤0.01%
17
+2
1225
$1.24K ﹤0.01%
+6
47 48
49
50 51