Sutton Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$598K |
| 2 |
DuPont de Nemours
DD
|
+$201K |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
+$161K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$122K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$110K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
|
+$932K |
| 2 |
GSP
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
|
+$61.3K |
| 3 |
Lennar Class A
LEN
|
+$58.2K |
| 4 |
Blackbaud
BLKB
|
+$43.4K |
| 5 |
Apple
AAPL
|
+$40.8K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 37.33% |
| 2 | Financials | 18.02% |
| 3 | Technology | 8.36% |
| 4 | Healthcare | 7.35% |
| 5 | Industrials | 5.98% |
Similar funds
Sutton Wealth Advisors's Q3 2017 Portfolio in Review
As of Q3 2017, Sutton Wealth Advisors held 1,122 positions worth $131M, up 3.7% from $126M the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Sutton Wealth Advisors's Q3 2017 filing shows 39 new, 108 increased, 118 reduced and 46 closed positions. Its largest new stake was British American Tobacco: 991 shares worth $61.9K. The largest sale was AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return, an estimated $932K.
By sector, the portfolio is most concentrated in Miscellaneous at 37% of assets, up from 37% a quarter earlier, followed by Financials and Technology.
- Sutton Wealth Advisors's largest Q3 2017 buy was British American Tobacco: 991 shares worth $61.9K.
- Sutton Wealth Advisors added most to Schwab US Large- Cap ETF in Q3 2017, an estimated $598K increase.
- Sutton Wealth Advisors's biggest Q3 2017 reduction was AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return, cutting an estimated $932K.
- Sutton Wealth Advisors fully exited Blackbaud in Q3 2017, selling an estimated $43.4K.
- Sutton Wealth Advisors's ten largest holdings make up 37% of its $131M portfolio in Q3 2017.
- Sutton Wealth Advisors opened 39 new positions and closed 46 in Q3 2017.
- Sutton Wealth Advisors's portfolio value rose 3.7% quarter-over-quarter to $131M.
Based on Sutton Wealth Advisors's 13F filing for Q3 2017, filed 6 Nov 2023.