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
$725M
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$84M
2
+$10.5M
3
+$10M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$9.48M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.04M

Top Sells

1
+$3.58M
2
+$2.57M
3
+$1.93M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.22M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.07M

Sector Composition

1 Industrials 14.26%
2 Technology 8.51%
3 Consumer Staples 4.1%
4 Healthcare 3.99%
5 Consumer Discretionary 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$243K 0.03%
+2,025
352
$243K 0.03%
+6,845
353
$239K 0.03%
+3,496
354
$237K 0.03%
+2,311
355
$237K 0.03%
+4,390
356
$236K 0.03%
+1,428
357
$234K 0.03%
8,472
-9,962
358
$233K 0.03%
+7,336
359
$233K 0.03%
+2,741
360
$232K 0.03%
+1,371
361
$232K 0.03%
+2,717
362
$231K 0.03%
+635
363
$231K 0.03%
+874
364
$229K 0.03%
+2,812
365
$226K 0.03%
+2,637
366
$225K 0.03%
6,413
+25
367
$224K 0.03%
+2,242
368
$220K 0.03%
12,053
+236
369
$219K 0.03%
+4,000
370
$219K 0.03%
+800
371
$219K 0.03%
1,257
+6
372
$218K 0.03%
+1,799
373
$217K 0.03%
+6,912
374
$216K 0.03%
+7,702
375
$215K 0.03%
+1,356
13 14
15
16 17