SWA
Strata Wealth Advisors Portfolio holdings
AUM
$363M
This Quarter Return
+6.71%
1 Year Return
+17.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$180M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
84.74%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 17.42% |
| 2 | Technology | 5.29% |
| 3 | Consumer Discretionary | 3.1% |
| 4 | Communication Services | 1.87% |
| 5 | Consumer Staples | 1.83% |
