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
1326
– –
0
1327
– –
0
1328
– –
-50
1329
– –
-3,924
1330
– –
0
1331
– –
0
1332
– –
-34
1333
– –
-557
1334
– –
0
1335
– –
-865
1336
– –
0
1337
– –
-7
1338
– –
0
1339
– –
0
1340
– –
0
1341
– –
-12
1342
– –
-401
1343
– –
-20
1344
– –
-283
1345
– –
-2,955
1346
– –
-790
1347
– –
-874
1348
– –
-73
1349
– –
-476
1350
– –
-1,074
51 52 53
54
55