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
301
$724K 0.06%
67,930
+20,209
302
$702K 0.06%
41,972
+10,356
303
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3,630
-2
304
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305
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306
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1,772
-78
307
$662K 0.06%
3,119
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308
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30,666
-20,296
309
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11,438
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310
$651K 0.06%
2,503
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3,287
-2,505
312
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1,842
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313
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4,767
-1,908
314
$629K 0.05%
9,826
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315
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316
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317
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2,320
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318
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3,481
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319
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320
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4,810
-258
321
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1,893
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322
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3,823
323
$597K 0.05%
4,242
-1,861
324
$594K 0.05%
3,019
+250
325
$592K 0.05%
15,448
+6,391
11 12
13
14 15