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
276
$1.01M 0.08%
13,010
-3,063
277
– –
0
278
$1M 0.08%
37,903
-52,875
279
$1M 0.08%
54,370
-7,388
280
$977K 0.08%
42,994
-54,666
281
$969K 0.08%
2,496
+267
282
$963K 0.08%
21,397
-510
283
$954K 0.08%
4,501
+1,128
284
$954K 0.08%
42,875
-3,000
285
$948K 0.08%
30,920
+10,106
286
$942K 0.08%
21,278
-6,656
287
$931K 0.08%
36,422
+6,949
288
$926K 0.08%
18,859
+13,748
289
$925K 0.08%
11,184
+34
290
$923K 0.08%
10,960
+3,048
291
$920K 0.08%
+58,329
292
$917K 0.08%
21,544
-15,999
293
$915K 0.08%
4,984
-431
294
$914K 0.08%
10,897
-197
295
$902K 0.08%
12,597
-5,984
296
$901K 0.08%
41,065
-1,332
297
$900K 0.08%
26,061
+3,092
298
$895K 0.07%
26,744
-1,069
299
$886K 0.07%
+35,307
300
$885K 0.07%
7,070
+470
10 11
12
13 14