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
251
$1.24M 0.1%
15,433
+713
252
$1.24M 0.1%
29,159
-1,492
253
$1.23M 0.1%
5,761
-183
254
$1.23M 0.1%
40,624
-4,176
255
$1.23M 0.1%
23,196
+13,019
256
$1.23M 0.1%
33,257
-139
257
$1.23M 0.1%
+14,767
258
$1.21M 0.1%
5,107
-51
259
$1.19M 0.1%
3,861
+55
260
$1.18M 0.1%
31,053
+24,355
261
$1.18M 0.1%
36,464
+3,206
262
$1.17M 0.1%
+17,195
263
$1.15M 0.1%
49,146
+22,347
264
$1.14M 0.1%
37,796
-14,382
265
$1.13M 0.09%
40,409
-2,445
266
$1.13M 0.09%
27,359
+1,175
267
$1.12M 0.09%
55,166
+308
268
$1.12M 0.09%
38,676
+25,255
269
$1.11M 0.09%
5,048
+11
270
$1.11M 0.09%
13,544
-208
271
$1.09M 0.09%
11,129
-10,056
272
$1.08M 0.09%
8,739
-1,114
273
$1.08M 0.09%
21,457
-101
274
$1.07M 0.09%
4,207
+103
275
$1.03M 0.09%
34,173
+4,574
9 10
11
12 13