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
$1.2B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$9.95M
3
+$8.48M
4
BX icon
Blackstone
BX
+$7.2M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$6.78M

Top Sells

1
+$6.49M
2
+$5.7M
3
+$5.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.3M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$3.25M

Sector Composition

1 Technology 9.45%
2 Healthcare 5.91%
3 Consumer Staples 5.84%
4 Financials 5.04%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.48M 0.12%
5,970
+548
227
$1.47M 0.12%
16,929
-525
228
$1.47M 0.12%
2,862
+1,915
229
$1.47M 0.12%
28,951
-35,653
230
$1.45M 0.12%
5,885
+23
231
$1.45M 0.12%
45,920
+4,061
232
$1.41M 0.12%
18,944
-1,818
233
$1.41M 0.12%
30,839
+12,017
234
$1.4M 0.12%
8,718
+404
235
$1.4M 0.12%
+5,270
236
$1.39M 0.12%
5,384
+3,706
237
$1.38M 0.12%
10,670
+114
238
$1.37M 0.11%
25,293
+877
239
$1.37M 0.11%
4,288
+188
240
$1.35M 0.11%
50,661
+1,797
241
$1.35M 0.11%
9,951
-192
242
$1.34M 0.11%
30,611
-18,088
243
$1.33M 0.11%
6,370
+445
244
$1.32M 0.11%
11,308
+2,779
245
$1.31M 0.11%
54,634
-73
246
$1.29M 0.11%
52,430
+485
247
$1.29M 0.11%
114,819
+4,378
248
$1.29M 0.11%
17,883
+79
249
$1.28M 0.11%
53,828
+351
250
$1.25M 0.1%
51,022
+2,192
8 9
10
11 12