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
101
$415K 0.15%
19,135
-138
102
$414K 0.15%
4,366
+12
103
$413K 0.15%
2,269
-1
104
$405K 0.15%
3,046
+48
105
$402K 0.15%
2,657
+1
106
$402K 0.15%
4,594
-71
107
$399K 0.15%
5,274
-3
108
$394K 0.15%
689
+2
109
$384K 0.14%
1,745
+14
110
$380K 0.14%
6,458
-26
111
$379K 0.14%
4,190
-17
112
$375K 0.14%
6,276
-11
113
$374K 0.14%
5,340
114
$370K 0.14%
1,774
-162
115
$368K 0.14%
7,053
+5
116
$359K 0.13%
2,470
+6
117
$353K 0.13%
4,165
+8
118
$351K 0.13%
2,885
-19
119
$344K 0.13%
13,902
120
$329K 0.12%
3,998
+121
121
$324K 0.12%
11,342
122
$321K 0.12%
1,428
+1
123
$316K 0.12%
3,354
124
$307K 0.11%
9,892
125
$306K 0.11%
4,522
-100
3 4
5
6 7