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
$1.74B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.22M
3
+$5.6M
4
IBTO icon
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
+$5.08M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$5.07M

Top Sells

1
+$5.57M
2
+$4.97M
3
+$4.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.54M

Sector Composition

1 Technology 11.3%
2 Financials 4.93%
3 Consumer Staples 4.33%
4 Healthcare 4.29%
5 Consumer Discretionary 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.57M 0.09%
+64,593
252
$1.56M 0.09%
12,040
+55
253
$1.54M 0.09%
4,939
+277
254
$1.53M 0.09%
10,348
-335
255
$1.51M 0.09%
18,359
+374
256
$1.51M 0.09%
31,028
-640
257
$1.5M 0.09%
5,770
-1,295
258
$1.49M 0.09%
8,334
+297
259
$1.49M 0.09%
16,681
-9,440
260
$1.47M 0.08%
11,240
+638
261
$1.45M 0.08%
6,616
+681
262
$1.44M 0.08%
30,187
+2,354
263
$1.43M 0.08%
6,691
+62
264
$1.42M 0.08%
132,049
+736
265
$1.42M 0.08%
3,518
+128
266
$1.4M 0.08%
10,999
+491
267
$1.38M 0.08%
2,213
-27
268
$1.37M 0.08%
49,671
+1,926
269
$1.37M 0.08%
8,464
+1,152
270
$1.36M 0.08%
26,373
-2,584
271
$1.32M 0.08%
12,173
-305
272
$1.32M 0.08%
54,680
+3,185
273
$1.32M 0.08%
16,101
+1,330
274
$1.31M 0.08%
27,822
+1,434
275
$1.31M 0.08%
8,178
+732
9 10
11
12 13