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
$1.2B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$9.95M
3
+$8.48M
4
BX icon
Blackstone
BX
+$7.2M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$6.78M

Top Sells

1
+$6.49M
2
+$5.7M
3
+$5.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.3M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$3.25M

Sector Composition

1 Technology 9.45%
2 Healthcare 5.91%
3 Consumer Staples 5.84%
4 Financials 5.04%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$502K 0.04%
8,189
-446
402
$500K 0.04%
42,147
+14,745
403
$500K 0.04%
+24,500
404
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+6,699
405
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+10,623
406
$492K 0.04%
10,360
-557
407
$487K 0.04%
10,304
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408
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6,664
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409
$474K 0.04%
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410
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7,311
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411
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19,631
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412
$469K 0.04%
1
413
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10,823
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414
$468K 0.04%
7,601
-173
415
$465K 0.04%
852
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416
$463K 0.04%
+18,353
417
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4,735
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418
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419
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420
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5,538
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421
$452K 0.04%
2,859
-218
422
$448K 0.04%
10,997
+1,538
423
$445K 0.04%
3,670
-400
424
$443K 0.04%
2,676
+168
425
$439K 0.04%
3,398
+717
15 16
17
18 19