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
401
$381K 0.03%
5,937
+287
402
$379K 0.03%
3,594
-153
403
$378K 0.03%
8,196
+1
404
$376K 0.03%
1,708
-885
405
$366K 0.03%
18,040
406
$362K 0.03%
4,250
+70
407
$357K 0.03%
6,205
+1,530
408
$352K 0.03%
5,043
-4,642
409
$348K 0.03%
17,239
-5,169
410
$347K 0.03%
16,029
+3,258
411
$344K 0.03%
2,306
412
$336K 0.03%
11,146
-2,647
413
$336K 0.03%
4,543
414
$335K 0.03%
2,212
-1,124
415
$332K 0.03%
2,123
+67
416
$323K 0.03%
5,230
+1,472
417
$320K 0.03%
10,194
-3,545
418
$319K 0.03%
10,766
-7,818
419
$316K 0.03%
+3,565
420
$315K 0.03%
+5,174
421
$313K 0.03%
4,942
-38
422
$309K 0.03%
2,604
-6,249
423
$306K 0.03%
3,906
+741
424
$305K 0.03%
2,343
+3
425
$304K 0.03%
2,752
+337
15 16
17
18 19