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
$942M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.17M
3
+$4.25M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.19M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.06M

Top Sells

1
+$6.14M
2
+$2.49M
3
+$2.39M
4
QCOM icon
Qualcomm
QCOM
+$2.09M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.94M

Sector Composition

1 Industrials 11.43%
2 Technology 6.73%
3 Financials 3.89%
4 Healthcare 3.54%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$251K 0.03%
+1,059
427
$251K 0.03%
+1,227
428
$249K 0.03%
800
429
$245K 0.03%
6,838
-7
430
$244K 0.03%
+3,368
431
$244K 0.03%
+5,444
432
$243K 0.03%
4,661
+465
433
$243K 0.03%
+4,899
434
$240K 0.03%
3,858
+364
435
$237K 0.03%
+7,180
436
$236K 0.03%
+2,412
437
$236K 0.03%
882
+19
438
$235K 0.02%
+101
439
$234K 0.02%
12,259
+206
440
$233K 0.02%
+431
441
$233K 0.02%
8,052
-420
442
$232K 0.02%
2,939
+302
443
$228K 0.02%
+1,161
444
$227K 0.02%
+2,544
445
$225K 0.02%
1,265
+8
446
$222K 0.02%
898
447
$220K 0.02%
+1,626
448
$220K 0.02%
5,637
-5,746
449
$220K 0.02%
+1,197
450
$220K 0.02%
+2,839
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