SWA

Stratos Wealth Advisors Portfolio holdings

AUM $2.07B
1-Year Est. Return 17.11%
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.91M
3
+$4.82M
4
PG icon
Procter & Gamble
PG
+$4.4M
5
ABBV icon
AbbVie
ABBV
+$4.17M

Top Sells

1
+$1.03M
2
+$697K
3
+$651K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$525K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$318K

Sector Composition

1 Technology 13.28%
2 Consumer Staples 5.98%
3 Healthcare 5.65%
4 Consumer Discretionary 4.65%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
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