SWA

Stratos Wealth Advisors Portfolio holdings

AUM $1.9B
1-Year Est. Return 14.22%
This Quarter Est. Return
1 Year Est. Return
+14.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$1.42M
3
+$1.23M
4
NOW icon
ServiceNow
NOW
+$1.19M
5
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$1.03M

Top Sells

1
+$7.44M
2
+$2.58M
3
+$1.94M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.56M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.4M

Sector Composition

1 Technology 8.74%
2 Healthcare 4.22%
3 Communication Services 4.1%
4 Financials 4.04%
5 Consumer Discretionary 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.01%
+496
227
$16K 0.01%
+200
228
$15K 0.01%
603
-7,699
229
$15K 0.01%
+400
230
$14K 0.01%
+300
231
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232
$14K 0.01%
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233
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+343
234
$13K 0.01%
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$12K 0.01%
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236
$12K 0.01%
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237
$11K 0.01%
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238
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239
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240
$11K 0.01%
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241
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0
242
$10K 0.01%
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243
$10K 0.01%
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244
$10K 0.01%
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245
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246
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311
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248
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249
$8K 0.01%
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250
$7K 0.01%
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