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
1251
$879 ﹤0.01%
+19
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$837 ﹤0.01%
25
1253
$814 ﹤0.01%
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1254
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+2
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$805 ﹤0.01%
10
1256
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+12
1257
$798 ﹤0.01%
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$797 ﹤0.01%
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+2
1259
$772 ﹤0.01%
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1260
$769 ﹤0.01%
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$687 ﹤0.01%
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1269
0
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$611 ﹤0.01%
10
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$589 ﹤0.01%
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1272
$571 ﹤0.01%
8
1273
$568 ﹤0.01%
12
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$554 ﹤0.01%
8
1275
$531 ﹤0.01%
3