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
$1.39B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$6.69M
3
+$6.03M
4
BNDD icon
Quadratic Deflation ETF
BNDD
+$5.8M
5
GLD icon
SPDR Gold Trust
GLD
+$5.56M

Top Sells

1
+$7.92M
2
+$6.24M
3
+$4.65M
4
EIS icon
iShares MSCI Israel ETF
EIS
+$3.56M
5
EIRL icon
iShares MSCI Ireland ETF
EIRL
+$3.37M

Sector Composition

1 Industrials 9.14%
2 Technology 7.75%
3 Healthcare 4.15%
4 Consumer Staples 3.76%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.5M 0.11%
+58,435
227
$1.49M 0.11%
6,991
+468
228
$1.49M 0.11%
6,575
+817
229
$1.48M 0.11%
50,460
+11,820
230
$1.48M 0.11%
5,988
-134
231
$1.46M 0.11%
12,743
-3,534
232
$1.46M 0.11%
13,793
-2,535
233
$1.45M 0.1%
25,860
-745
234
$1.45M 0.1%
14,168
+2,593
235
$1.42M 0.1%
12,171
-4,979
236
$1.42M 0.1%
3,534
+396
237
$1.42M 0.1%
+25,820
238
$1.41M 0.1%
24,546
-1,413
239
$1.38M 0.1%
64,130
-898
240
$1.38M 0.1%
+51,646
241
$1.38M 0.1%
2,139
+287
242
$1.37M 0.1%
+31,639
243
$1.37M 0.1%
9,860
+3,125
244
$1.37M 0.1%
18,756
+4,919
245
$1.36M 0.1%
3,705
+405
246
$1.36M 0.1%
55,682
+8,699
247
$1.34M 0.1%
28,007
+1,137
248
$1.3M 0.09%
35,284
-4,249
249
$1.27M 0.09%
23,980
+72
250
$1.27M 0.09%
3,653
-14
8 9
10
11 12