SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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
1226
$1.24K ﹤0.01%
+6
1227
$1.24K ﹤0.01%
11
-9
1228
$1.22K ﹤0.01%
6
1229
$1.21K ﹤0.01%
+4
1230
$1.21K ﹤0.01%
10
1231
$1.17K ﹤0.01%
21
+3
1232
$1.13K ﹤0.01%
+46
1233
$1.12K ﹤0.01%
+44
1234
$1.12K ﹤0.01%
30
-32
1235
$1.11K ﹤0.01%
10
1236
$1.09K ﹤0.01%
59
1237
$1.09K ﹤0.01%
30
1238
$1.08K ﹤0.01%
21
1239
$1.06K ﹤0.01%
54
1240
$1.06K ﹤0.01%
15
-11
1241
$1.05K ﹤0.01%
7
1242
$1.05K ﹤0.01%
100
1243
$1.04K ﹤0.01%
33
1244
$1.02K ﹤0.01%
78
1245
$1.01K ﹤0.01%
19
1246
$969 ﹤0.01%
7
+1
1247
$968 ﹤0.01%
+22
1248
$931 ﹤0.01%
17
1249
$897 ﹤0.01%
20
1250
$893 ﹤0.01%
19
48 49
50
51 52