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
1252
$837 ﹤0.01%
25
1253
$814 ﹤0.01%
18
1254
$810 ﹤0.01%
+2
1255
$805 ﹤0.01%
10
1256
$804 ﹤0.01%
+12
1257
$798 ﹤0.01%
13
-15
1258
$797 ﹤0.01%
11
+2
1259
$772 ﹤0.01%
52
1260
$769 ﹤0.01%
21
-24
1261
$746 ﹤0.01%
13
-3
1262
$717 ﹤0.01%
+4
1263
$689 ﹤0.01%
13
-3
1264
$687 ﹤0.01%
26
1265
$687 ﹤0.01%
8
1266
$668 ﹤0.01%
+12
1267
$663 ﹤0.01%
30
1268
$658 ﹤0.01%
3
1269
– –
0
1270
$611 ﹤0.01%
10
-1
1271
$589 ﹤0.01%
17
-32
1272
$571 ﹤0.01%
8
1273
$568 ﹤0.01%
12
1274
$554 ﹤0.01%
8
1275
$531 ﹤0.01%
3
49 50
51
52 53