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
$1.17B
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.38M
3
+$5.72M
4
TSLA icon
Tesla
TSLA
+$4.72M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.67M

Top Sells

1
+$6.35M
2
+$6.19M
3
+$4.63M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.5M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.71M

Sector Composition

1 Industrials 9.81%
2 Technology 7.56%
3 Healthcare 3.95%
4 Financials 3.76%
5 Consumer Staples 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.26M 0.11%
6,122
+4,419
227
$1.26M 0.11%
5,758
+873
228
$1.25M 0.11%
26,870
-9,856
229
$1.24M 0.11%
12,127
+704
230
$1.22M 0.1%
72,571
+6,885
231
$1.22M 0.1%
4,443
-374
232
$1.15M 0.1%
3,839
+29
233
$1.15M 0.1%
3,197
-183
234
$1.14M 0.1%
46,983
+35,906
235
$1.1M 0.09%
4,599
+3,173
236
$1.1M 0.09%
5,182
+2,094
237
$1.1M 0.09%
19,404
+7,188
238
$1.09M 0.09%
6,287
+3,676
239
$1.09M 0.09%
+7,176
240
$1.08M 0.09%
21,355
+2,014
241
$1.08M 0.09%
3,667
+2,558
242
$1.08M 0.09%
11,611
243
$1.07M 0.09%
19,815
+13,870
244
$1.07M 0.09%
9,711
-8,237
245
$1.07M 0.09%
+3,138
246
$1.06M 0.09%
11,781
-719
247
$1.04M 0.09%
17,107
+12,932
248
$1.04M 0.09%
21,791
+16,826
249
$1.02M 0.09%
35,729
-5,377
250
$1.02M 0.09%
39,867
+2,082
8 9
10
11 12