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
376
$466K 0.04%
9,588
+912
377
$465K 0.04%
14,655
+8,351
378
$465K 0.04%
9,623
+5,399
379
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8,684
+4,521
380
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+7,970
381
$459K 0.04%
15,324
-6,653
382
$453K 0.04%
+17,660
383
$448K 0.04%
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-407
384
$448K 0.04%
11,539
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385
$445K 0.04%
20,882
-2,242
386
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6,466
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387
$440K 0.04%
8,036
-1,959
388
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2,885
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389
$427K 0.04%
+3,696
390
$422K 0.04%
9,141
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391
$421K 0.04%
8,514
-4,868
392
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1
393
$405K 0.03%
1,363
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394
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3,770
395
$389K 0.03%
2,676
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396
$388K 0.03%
22,350
-138
397
$386K 0.03%
10,473
+385
398
$385K 0.03%
17,904
-416
399
$385K 0.03%
3,356
+345
400
$381K 0.03%
11,845
-7,509
14 15
16
17 18