SWA
Stratos Wealth Advisors Portfolio holdings
AUM
$1.9B
1-Year Return
14.22%
This Quarter Return
+5.77%
1 Year Return
+14.22%
3 Year Return
+54.94%
5 Year Return
+98.72%
10 Year Return
–
AUM
$942M
AUM Growth
+$217M
(+30%)
Cap. Flow
+$183M
Cap. Flow
% of AUM
19.39%
Top 10 Holdings %
Top 10 Hldgs %
23.04%
Holding
499
New
104
Increased
239
Reduced
121
Closed
24
Top Buys
Top Sells
| 1 |
Lincoln Electric
LECO
|
$6.14M |
| 2 |
Alerian MLP ETF
AMLP
|
$2.49M |
| 3 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$2.39M |
| 4 |
Qualcomm
QCOM
|
$2.09M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.94M |
Sector Composition
| 1 | Industrials | 11.43% |
| 2 | Technology | 6.73% |
| 3 | Financials | 3.89% |
| 4 | Healthcare | 3.54% |
| 5 | Consumer Staples | 3.39% |
