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
$1.13B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$4.87M
3
+$4.5M
4
VPU icon
Vanguard Utilities ETF
VPU
+$4.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.8M

Top Sells

1
+$3.92M
2
+$3.38M
3
+$2.39M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.27M
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$2.12M

Sector Composition

1 Industrials 10.45%
2 Technology 6.69%
3 Healthcare 3.7%
4 Financials 3.65%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$380K 0.03%
2,761
+4
402
$380K 0.03%
+4,180
403
$380K 0.03%
12,199
-1,161
404
$379K 0.03%
5,650
+60
405
$375K 0.03%
+12,330
406
$375K 0.03%
8,195
+1
407
$371K 0.03%
18,040
+4,840
408
$361K 0.03%
9,064
+831
409
$360K 0.03%
18,267
+8,818
410
$358K 0.03%
+7,583
411
$357K 0.03%
2,548
+978
412
$349K 0.03%
8,647
-466
413
$348K 0.03%
5,945
+1,422
414
$345K 0.03%
+589
415
$345K 0.03%
4,543
-58
416
$340K 0.03%
+6,096
417
$338K 0.03%
1,426
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418
$336K 0.03%
4,624
419
$336K 0.03%
2,306
-79
420
$330K 0.03%
+3,393
421
$330K 0.03%
4,980
+14
422
$329K 0.03%
2,987
+327
423
$327K 0.03%
2,415
+842
424
$326K 0.03%
2,056
+715
425
$324K 0.03%
1,959
-59
15 16
17
18 19