SWA
Stratos Wealth Advisors Portfolio holdings
AUM
$1.9B
1-Year Return
14.22%
This Quarter Return
+13.62%
1 Year Return
+14.22%
3 Year Return
+54.94%
5 Year Return
+98.72%
10 Year Return
–
AUM
$725M
AUM Growth
+$315M
(+77%)
Cap. Flow
+$273M
Cap. Flow
% of AUM
37.7%
Top 10 Holdings %
Top 10 Hldgs %
26.69%
Holding
410
New
107
Increased
211
Reduced
63
Closed
15
Top Buys
| 1 |
Lincoln Electric
LECO
|
$84M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.5M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$9.48M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$6.04M |
Top Sells
Sector Composition
| 1 | Industrials | 14.26% |
| 2 | Technology | 8.51% |
| 3 | Consumer Staples | 4.1% |
| 4 | Healthcare | 3.99% |
| 5 | Consumer Discretionary | 3.48% |
