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
301
$879K 0.07%
3,595
-3,732
302
$878K 0.07%
4,098
+856
303
$876K 0.07%
+36,049
304
$872K 0.07%
+43,733
305
$872K 0.07%
3,640
-26
306
$868K 0.07%
9,493
+161
307
$863K 0.07%
6,864
+2,507
308
$859K 0.07%
27,050
+15,125
309
$857K 0.07%
5,027
+750
310
$851K 0.07%
1,983
-51
311
$833K 0.07%
19,744
+3,717
312
$831K 0.07%
+3,939
313
$821K 0.07%
7,053
+337
314
$811K 0.07%
+7,191
315
$810K 0.07%
2,017
+6
316
$807K 0.07%
10,594
+86
317
$802K 0.07%
11,077
+6,338
318
$800K 0.07%
11,098
-2,606
319
$799K 0.07%
10,550
+790
320
$799K 0.07%
19,342
-1,691
321
$791K 0.07%
+14,055
322
$786K 0.07%
+1,776
323
$786K 0.07%
+5,399
324
$783K 0.07%
9,050
+141
325
$782K 0.07%
7,228
+3,299
11 12
13
14 15