Sutton Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$279K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$169K |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$150K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$135K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$74.7K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
|
+$837K |
| 2 |
American Coastal Insurance
ACIC
|
+$350K |
| 3 |
Lennar Class A
LEN
|
+$244K |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$159K |
| 5 |
iShares Select U.S. REIT ETF
ICF
|
+$143K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.18% |
| 2 | Technology | 8.64% |
| 3 | Healthcare | 7.3% |
| 4 | Industrials | 5.94% |
| 5 | Consumer Discretionary | 5.53% |
Similar funds
Sutton Wealth Advisors's Q4 2017 Portfolio in Review
As of Q4 2017, Sutton Wealth Advisors held 1,129 positions worth $137M, up 4.2% from $131M the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Sutton Wealth Advisors's Q4 2017 filing shows 54 new, 86 increased, 108 reduced and 51 closed positions. Its largest new stake was Invesco Mortgage Capital: 147 shares worth $26.2K. The largest sale was AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return, an estimated $837K.
By sector, the portfolio is most concentrated in Financials at 18% of assets, up from 18% a quarter earlier, followed by Technology and Healthcare.
- Sutton Wealth Advisors's largest Q4 2017 buy was Invesco Mortgage Capital: 147 shares worth $26.2K.
- Sutton Wealth Advisors added most to Schwab US Large- Cap ETF in Q4 2017, an estimated $279K increase.
- Sutton Wealth Advisors's biggest Q4 2017 reduction was AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return, cutting an estimated $837K.
- Sutton Wealth Advisors fully exited State Street Health Care Select Sector SPDR ETF in Q4 2017, selling an estimated $71K.
- Sutton Wealth Advisors's ten largest holdings make up 37% of its $137M portfolio in Q4 2017.
- Sutton Wealth Advisors opened 54 new positions and closed 51 in Q4 2017.
- Sutton Wealth Advisors's portfolio value rose 4.2% quarter-over-quarter to $137M.
Based on Sutton Wealth Advisors's 13F filing for Q4 2017, filed 6 Nov 2023.