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
$1.2B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$9.95M
3
+$8.48M
4
BX icon
Blackstone
BX
+$7.2M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$6.78M

Top Sells

1
+$6.49M
2
+$5.7M
3
+$5.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.3M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$3.25M

Sector Composition

1 Technology 9.45%
2 Healthcare 5.91%
3 Consumer Staples 5.84%
4 Financials 5.04%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$672K 0.06%
+16,442
352
$668K 0.06%
12,500
-4,601
353
$668K 0.06%
10,548
+102
354
$662K 0.06%
7,248
-1
355
– –
0
356
$659K 0.05%
5,465
-145
357
$656K 0.05%
4,522
+315
358
$652K 0.05%
8,273
+137
359
$652K 0.05%
2,766
+29
360
$649K 0.05%
2,940
+215
361
$636K 0.05%
9,010
+386
362
$629K 0.05%
3,959
-216
363
$624K 0.05%
4,750
+949
364
$624K 0.05%
18,089
-3,354
365
$608K 0.05%
11,574
-781
366
$608K 0.05%
22,789
-2,772
367
$607K 0.05%
20,888
-348
368
$606K 0.05%
5,812
-2,621
369
$599K 0.05%
7,615
+1,330
370
$593K 0.05%
26,837
-2,831
371
$589K 0.05%
5,717
+329
372
$588K 0.05%
5,388
-140
373
$582K 0.05%
25,126
-809
374
$581K 0.05%
11,754
+5,248
375
$577K 0.05%
3,061
+58
13 14
15
16 17