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
276
$1.3M 0.08%
55,128
-522
277
$1.3M 0.07%
8,134
-1,501
278
$1.29M 0.07%
4,363
-482
279
$1.28M 0.07%
23,329
-25,013
280
$1.27M 0.07%
+15,051
281
$1.27M 0.07%
+15,811
282
$1.26M 0.07%
51,912
+1,498
283
$1.26M 0.07%
54,681
-338
284
$1.25M 0.07%
2,572
-11
285
$1.23M 0.07%
32,623
286
$1.22M 0.07%
20,636
+1,078
287
$1.22M 0.07%
17,283
+1,413
288
$1.22M 0.07%
6,161
+711
289
$1.21M 0.07%
15,251
+547
290
$1.21M 0.07%
47,333
+7,251
291
$1.21M 0.07%
44,531
-2,535
292
$1.19M 0.07%
77,811
+1,517
293
$1.19M 0.07%
3,971
+181
294
$1.17M 0.07%
34,269
+6,461
295
$1.17M 0.07%
72,157
+4,625
296
$1.17M 0.07%
31,161
+4,191
297
$1.17M 0.07%
69,530
-1,232
298
$1.16M 0.07%
67,848
+4,358
299
$1.15M 0.07%
30,693
-485
300
$1.14M 0.07%
+41,889
10 11
12
13 14