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
$1.74B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.22M
3
+$5.6M
4
IBTO icon
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
+$5.08M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$5.07M

Top Sells

1
+$5.57M
2
+$4.97M
3
+$4.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.54M

Sector Composition

1 Technology 11.3%
2 Financials 4.93%
3 Consumer Staples 4.33%
4 Healthcare 4.29%
5 Consumer Discretionary 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$881K 0.05%
4,584
352
$875K 0.05%
7,005
-110
353
$874K 0.05%
8,657
+191
354
$869K 0.05%
132,659
+3,708
355
$868K 0.05%
+28,061
356
$868K 0.05%
23,773
-2,227
357
$867K 0.05%
32,655
+21,213
358
$867K 0.05%
18,152
-186
359
$864K 0.05%
2,766
360
$863K 0.05%
37,087
+14,650
361
$861K 0.05%
7,344
+3,262
362
$856K 0.05%
11,822
+341
363
$855K 0.05%
70,173
-33,231
364
$854K 0.05%
2,135
-112
365
$853K 0.05%
33,547
+22,756
366
$847K 0.05%
15,669
+18
367
$818K 0.05%
12,915
368
$811K 0.05%
10,488
+691
369
$805K 0.05%
8,455
+4,264
370
$798K 0.05%
78,010
+598
371
$795K 0.05%
30,890
-1,967
372
$793K 0.05%
6,806
+3,071
373
$792K 0.05%
+14,292
374
$789K 0.05%
30,921
+4,757
375
$788K 0.05%
39,072
+25,200
13 14
15
16 17