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
151
$251K 0.09%
2,385
152
$248K 0.09%
1,417
+1
153
$248K 0.09%
5,340
-81
154
$247K 0.09%
2,366
+2
155
$246K 0.09%
5,236
-39
156
$246K 0.09%
5,259
157
$245K 0.09%
10,041
158
$245K 0.09%
3,468
-5
159
$240K 0.09%
5,279
+168
160
$239K 0.09%
2,005
161
$239K 0.09%
11,215
+19
162
$238K 0.09%
6,517
+6
163
$237K 0.09%
4,708
+4
164
$232K 0.09%
3,740
-282
165
$229K 0.08%
4,164
166
$228K 0.08%
10,321
167
$227K 0.08%
1,664
+4
168
$224K 0.08%
2,188
169
$221K 0.08%
3,723
+10
170
$216K 0.08%
1,115
+3
171
$212K 0.08%
1,095
-1
172
$206K 0.08%
1,388
+2
173
$204K 0.08%
2,909
+12
174
$204K 0.08%
3,966
+26
175
$198K 0.07%
2,454
5 6
7
8 9