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
126
$306K 0.11%
1,274
-1
127
$304K 0.11%
4,539
-5
128
$300K 0.11%
4,112
-16
129
$299K 0.11%
14,661
-296
130
$298K 0.11%
5,073
+8
131
$297K 0.11%
1,956
-3
132
$295K 0.11%
3,817
133
$286K 0.11%
458
+1
134
$285K 0.11%
13,239
135
$283K 0.1%
1,893
+8
136
$281K 0.1%
3,274
+2
137
$281K 0.1%
3,522
-6
138
$281K 0.1%
1,435
139
$273K 0.1%
608
+3
140
$272K 0.1%
2,787
+194
141
$271K 0.1%
2,126
+2
142
$268K 0.1%
8,130
143
$267K 0.1%
5,160
+7
144
$262K 0.1%
2,969
145
$260K 0.1%
1,226
+27
146
$259K 0.1%
5,580
-1
147
$256K 0.09%
16,528
+54
148
$255K 0.09%
2,766
+1
149
$255K 0.09%
1,001
+14
150
$252K 0.09%
891
-2
4 5
6
7 8