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
1301
$157 ﹤0.01%
1
1302
$154 ﹤0.01%
1
-9
1303
$149 ﹤0.01%
+2
1304
$137 ﹤0.01%
20
1305
$126 ﹤0.01%
+19
1306
$103 ﹤0.01%
+1
1307
$102 ﹤0.01%
1
1308
$93 ﹤0.01%
2
-2
1309
$74 ﹤0.01%
10
1310
$60 ﹤0.01%
6
1311
$5 ﹤0.01%
1
1312
– –
-10
1313
– –
-20
1314
– –
0
1315
– –
-5
1316
– –
-50
1317
– –
-84
1318
– –
0
1319
– –
-30
1320
– –
-132
1321
– –
-561
1322
– –
-30
1323
– –
-5
1324
– –
-51
1325
– –
-371
51 52
53
54 55