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
326
$587K 0.05%
19,732
-664
327
$584K 0.05%
4,535
-260
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10,009
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331
$575K 0.05%
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332
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7,245
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8,468
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335
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336
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920
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337
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7,615
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339
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8,420
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340
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341
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5,165
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343
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3,072
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344
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345
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14,944
-6,755
346
$522K 0.04%
6,601
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347
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1,766
-220
348
$517K 0.04%
6,628
-4,390
349
$514K 0.04%
6,286
+2,845
350
$513K 0.04%
16,015
+658
12 13
14
15 16