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
176
$197K 0.07%
3,185
+5
177
$195K 0.07%
2,490
+4
178
$194K 0.07%
1,320
-12
179
$189K 0.07%
1,509
+5
180
$188K 0.07%
589
-2
181
$185K 0.07%
374
182
$185K 0.07%
8,538
183
$183K 0.07%
3,052
+2,200
184
$180K 0.07%
3,597
-462
185
$178K 0.07%
6,225
186
$177K 0.07%
1,358
-54
187
$173K 0.06%
3,560
+30
188
$169K 0.06%
5,525
189
$169K 0.06%
1,377
+3
190
$169K 0.06%
3,810
191
$167K 0.06%
269
+2
192
$165K 0.06%
830
+1
193
$165K 0.06%
1,524
+5
194
$164K 0.06%
3,108
-29
195
$163K 0.06%
1,358
-31
196
$162K 0.06%
1,447
197
$161K 0.06%
7,177
198
$158K 0.06%
665
199
$158K 0.06%
3,743
200
$155K 0.06%
6,401
6 7
8
9 10