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
$942M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.17M
3
+$4.25M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.19M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.06M

Top Sells

1
+$6.14M
2
+$2.49M
3
+$2.39M
4
QCOM icon
Qualcomm
QCOM
+$2.09M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.94M

Sector Composition

1 Industrials 11.43%
2 Technology 6.73%
3 Financials 3.89%
4 Healthcare 3.54%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$393K 0.04%
3,859
-1,429
352
$390K 0.04%
1,395
+90
353
$389K 0.04%
5,785
-2,000
354
$388K 0.04%
+2,126
355
$387K 0.04%
1,295
356
$386K 0.04%
1
357
$380K 0.04%
40,201
+697
358
$372K 0.04%
+4,748
359
$367K 0.04%
2,757
+167
360
$367K 0.04%
8,194
+2
361
$366K 0.04%
5,590
-147
362
$364K 0.04%
+9,113
363
$362K 0.04%
2,606
+430
364
$359K 0.04%
3,747
+23
365
$358K 0.04%
10,409
+1,807
366
$354K 0.04%
1,425
+215
367
$354K 0.04%
1,747
+445
368
$354K 0.04%
+33,144
369
$353K 0.04%
1,461
+98
370
$352K 0.04%
+7,803
371
$349K 0.04%
2,526
+501
372
$346K 0.04%
6,738
-570
373
$341K 0.04%
10,177
+725
374
$339K 0.04%
21,156
+402
375
$334K 0.04%
+10,099
13 14
15
16 17