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
1
$24.8M 9.16%
1,431,048
-9,204
2
$18.4M 6.8%
130,308
+420
3
$8.29M 3.06%
34,291
-184
4
$7.17M 2.65%
235,240
+1,922
5
$7.16M 2.64%
16,694
-25
6
$6.81M 2.51%
24,155
+12
7
$6.74M 2.49%
52,318
8
$5.78M 2.13%
230,984
-3,924
9
$5.05M 1.86%
77,248
+1,103
10
$4.56M 1.68%
38,572
+10
11
$4.53M 1.67%
28,064
-160
12
$4.47M 1.65%
41,438
+517
13
$4.02M 1.48%
51,427
+363
14
$3.81M 1.41%
15,806
+11
15
$3.7M 1.36%
22,573
+317
16
$3.56M 1.32%
26,660
+40
17
$3.44M 1.27%
20,940
+100
18
$3.32M 1.23%
78,301
+438
19
$3.29M 1.21%
24,733
-609
20
$2.88M 1.06%
793,478
+5
21
$2.81M 1.04%
7,125
+1,060
22
$2.81M 1.04%
24,137
-166
23
$2.73M 1.01%
25,044
-71
24
$2.62M 0.97%
51,932
+2
25
$2.52M 0.93%
7,683
+83
1
2 3 4 5