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
251
$1.01M 0.09%
3,335
-619
252
$1.01M 0.09%
5,172
-63
253
$1.01M 0.09%
+1,669
254
$999K 0.09%
+1,852
255
$988K 0.08%
+3,300
256
$974K 0.08%
3,591
-70
257
$958K 0.08%
+3,740
258
$956K 0.08%
+11,575
259
$954K 0.08%
3,594
+2,012
260
$947K 0.08%
+14,727
261
$938K 0.08%
10,766
+2,924
262
$927K 0.08%
+13,837
263
$925K 0.08%
28,315
-5,815
264
$924K 0.08%
22,303
-6,659
265
$913K 0.08%
4,174
-16,889
266
$907K 0.08%
16,256
+6,700
267
$906K 0.08%
30,878
-6,007
268
$906K 0.08%
33,071
+2,902
269
$903K 0.08%
21,275
+1,622
270
$891K 0.08%
7,868
-1,446
271
$890K 0.08%
42,223
-44,575
272
$879K 0.08%
+7,894
273
$876K 0.07%
6,735
+1,065
274
$865K 0.07%
14,462
+1,037
275
$864K 0.07%
+16,570
9 10
11
12 13