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
+$430K
2
+$174K
3
+$128K
4
PSMJ icon
Pacer Swan SOS Moderate July ETF
PSMJ
+$99.8K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$86.9K

Top Sells

1
+$710K
2
+$210K
3
+$197K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$164K
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
$837 ﹤0.01%
25
1252
$814 ﹤0.01%
18
1253
$810 ﹤0.01%
+2
1254
$805 ﹤0.01%
10
1255
$804 ﹤0.01%
+12
1256
$798 ﹤0.01%
13
-15
1257
$797 ﹤0.01%
11
+2
1258
$772 ﹤0.01%
52
1259
$769 ﹤0.01%
21
-24
1260
$746 ﹤0.01%
13
-3
1261
$717 ﹤0.01%
+4
1262
$689 ﹤0.01%
13
-3
1263
$687 ﹤0.01%
26
1264
$687 ﹤0.01%
8
1265
$668 ﹤0.01%
+12
1266
$663 ﹤0.01%
30
1267
$658 ﹤0.01%
3
1268
– –
0
1269
$611 ﹤0.01%
10
-1
1270
$589 ﹤0.01%
17
-32
1271
$571 ﹤0.01%
8
1272
$568 ﹤0.01%
12
1273
$554 ﹤0.01%
8
1274
$531 ﹤0.01%
3
1275
$483 ﹤0.01%
13
49 50
51
52 53