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
201
$151K 0.06%
3,546
202
$150K 0.06%
787
-41
203
$150K 0.06%
8,658
+4,884
204
$147K 0.05%
6,853
205
$144K 0.05%
1,077
+2
206
$143K 0.05%
1,003
-4
207
$143K 0.05%
6,423
208
$141K 0.05%
6,221
-753
209
$140K 0.05%
5,821
210
$139K 0.05%
2,530
+9
211
$138K 0.05%
1,964
-10
212
$136K 0.05%
3,938
213
$136K 0.05%
898
214
$135K 0.05%
348
+1
215
$135K 0.05%
3,106
+3
216
$133K 0.05%
1,496
+3
217
$133K 0.05%
966
218
$133K 0.05%
2,305
-139
219
$132K 0.05%
277
220
$132K 0.05%
5,836
221
$131K 0.05%
4,387
222
$130K 0.05%
5,660
-243
223
$128K 0.05%
1,464
224
$127K 0.05%
3,464
+8
225
$127K 0.05%
2,283
-7
7 8
9
10 11