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
276
$861K 0.07%
7,324
+35
277
$848K 0.07%
+5,765
278
$847K 0.07%
25,000
-1,352
279
$838K 0.07%
32,548
-9,137
280
$831K 0.07%
21,943
+4,014
281
$830K 0.07%
17,220
-488
282
$826K 0.07%
3,576
-705
283
$821K 0.07%
26,922
-2,429
284
$803K 0.07%
+15,821
285
$802K 0.07%
14,580
+2,591
286
$802K 0.07%
16,591
+1,044
287
$801K 0.07%
38,640
+4,520
288
$801K 0.07%
11,366
-465
289
$791K 0.07%
54,864
+461
290
$791K 0.07%
28,003
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291
$784K 0.07%
12,474
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292
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7,152
-1,305
293
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5,348
-174
294
$759K 0.06%
3,165
-118
295
$755K 0.06%
98,360
+47,035
296
$747K 0.06%
22,764
-3,824
297
$746K 0.06%
22,927
+4,724
298
$742K 0.06%
16,305
-21
299
$738K 0.06%
+8,364
300
$733K 0.06%
9,700
+6,011
10 11
12
13 14