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
$1.39B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$6.69M
3
+$6.03M
4
BNDD icon
Quadratic Deflation ETF
BNDD
+$5.8M
5
GLD icon
SPDR Gold Trust
GLD
+$5.56M

Top Sells

1
+$7.92M
2
+$6.24M
3
+$4.65M
4
EIS icon
iShares MSCI Israel ETF
EIS
+$3.56M
5
EIRL icon
iShares MSCI Ireland ETF
EIRL
+$3.37M

Sector Composition

1 Industrials 9.14%
2 Technology 7.75%
3 Healthcare 4.15%
4 Consumer Staples 3.76%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$483K 0.03%
8,960
-20,925
402
$472K 0.03%
14,019
403
$472K 0.03%
+2,898
404
$465K 0.03%
10,264
-415
405
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+15,027
406
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+14,000
407
$462K 0.03%
3,534
-162
408
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18,132
-360
409
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6,891
+2,802
410
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1
411
$448K 0.03%
8,034
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412
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6,978
-275
413
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4,890
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414
$436K 0.03%
10,417
-1,049
415
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8,120
-76
416
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7,213
+1,276
417
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418
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3,058
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419
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2,579
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420
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+6,881
421
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5,528
+1,669
422
$391K 0.03%
689
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423
$390K 0.03%
+5,491
424
$386K 0.03%
5,177
+3
425
$386K 0.03%
2,221
+9
15 16
17
18 19