SWA

Strata Wealth Advisors Portfolio holdings

AUM $363M
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$38.5M
2 +$32.5M
3 +$30.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$26.7M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$26.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.71%
2 Technology 2.54%
3 Consumer Discretionary 0.56%
4 Consumer Staples 0.44%
5 Energy 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$223K 0.11%
+568