SWA
Stratos Wealth Advisors Portfolio holdings
AUM
$1.9B
1-Year Return
14.22%
This Quarter Return
+2.61%
1 Year Return
+14.22%
3 Year Return
+54.94%
5 Year Return
+98.72%
10 Year Return
–
AUM
$2.02B
AUM Growth
+$335M
(+20%)
Cap. Flow
+$299M
Cap. Flow
% of AUM
14.78%
Top 10 Holdings %
Top 10 Hldgs %
20.52%
Holding
776
New
116
Increased
354
Reduced
195
Closed
76
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$52.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$37.7M |
| 3 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$27.8M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$21.7M |
| 5 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$18.4M |
Top Sells
Sector Composition
| 1 | Technology | 10.23% |
| 2 | Financials | 3.96% |
| 3 | Healthcare | 3.95% |
| 4 | Consumer Discretionary | 2.96% |
| 5 | Communication Services | 2.95% |
