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
1276
$483 ﹤0.01%
13
1277
$455 ﹤0.01%
11
1278
$442 ﹤0.01%
+8
1279
$430 ﹤0.01%
+1
1280
$425 ﹤0.01%
+1
1281
$424 ﹤0.01%
3
1282
$406 ﹤0.01%
2
1283
$403 ﹤0.01%
11
1284
$365 ﹤0.01%
+2
1285
$350 ﹤0.01%
13
1286
$332 ﹤0.01%
3
-2
1287
$314 ﹤0.01%
+2
1288
$312 ﹤0.01%
3
1289
$278 ﹤0.01%
+120
1290
$273 ﹤0.01%
+2
1291
$254 ﹤0.01%
2
+1
1292
$240 ﹤0.01%
+2
1293
$239 ﹤0.01%
7
1294
$239 ﹤0.01%
44
1295
$225 ﹤0.01%
+2
1296
$213 ﹤0.01%
8
1297
$201 ﹤0.01%
+40
1298
$182 ﹤0.01%
+2
1299
$171 ﹤0.01%
2
1300
$170 ﹤0.01%
2
-8
50 51
52
53 54