Sutton Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$762K |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$644K |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$612K |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$471K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$422K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
|
+$810K |
| 2 |
Amazon
AMZN
|
+$578K |
| 3 |
K
Kellanova
K
|
+$249K |
| 4 |
Apple
AAPL
|
+$215K |
| 5 |
Qualcomm
QCOM
|
+$184K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.09% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 9.62% |
| 4 | Industrials | 7.25% |
| 5 | Consumer Discretionary | 6.23% |
Similar funds
Sutton Wealth Advisors's Q4 2022 Portfolio in Review
As of Q4 2022, Sutton Wealth Advisors held 1,734 positions worth $262M, up 6.9% from $246M the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Sutton Wealth Advisors's Q4 2022 filing shows 98 new, 352 increased, 498 reduced and 78 closed positions. Its largest new stake was Vanguard Intermediate-Term Corporate Bond ETF: 2,658 shares worth $206K. The largest sale was AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return, an estimated $810K.
By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Healthcare and Financials.
- Sutton Wealth Advisors's largest Q4 2022 buy was Vanguard Intermediate-Term Corporate Bond ETF: 2,658 shares worth $206K.
- Sutton Wealth Advisors added most to Vanguard S&P 500 ETF in Q4 2022, an estimated $762K increase.
- Sutton Wealth Advisors's biggest Q4 2022 reduction was Amazon, cutting an estimated $578K.
- Sutton Wealth Advisors fully exited AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q4 2022, selling an estimated $810K.
- Sutton Wealth Advisors's ten largest holdings make up 35% of its $262M portfolio in Q4 2022.
- Sutton Wealth Advisors opened 98 new positions and closed 78 in Q4 2022.
- Sutton Wealth Advisors's portfolio value rose 6.9% quarter-over-quarter to $262M.
Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.