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
$1.41B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.63M
3
+$4.13M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.03M
5
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$3.32M

Top Sells

1
+$5.8M
2
+$5.58M
3
+$4.94M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.99M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.8M

Sector Composition

1 Technology 10.55%
2 Consumer Staples 4.84%
3 Healthcare 4.77%
4 Consumer Discretionary 4.48%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$659K 0.05%
20,615
-2,244
377
$656K 0.05%
21,984
-3,618
378
$655K 0.05%
19,132
-2,893
379
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13,347
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380
$648K 0.05%
22,832
-2,686
381
$645K 0.05%
25,616
+14
382
$645K 0.05%
6,509
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383
$644K 0.05%
5,715
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384
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19,089
-479
385
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13,595
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386
$638K 0.05%
7,808
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387
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15,907
-1,507
388
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7,172
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389
$633K 0.04%
11,194
+18
390
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393
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394
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24,833
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395
$616K 0.04%
5,418
-122
396
$609K 0.04%
12,402
+30
397
$609K 0.04%
+23,103
398
$609K 0.04%
11,183
+1,681
399
$608K 0.04%
7,167
+104
400
$604K 0.04%
10,990
+165
14 15
16
17 18