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
426
$324K 0.03%
+7,909
427
$323K 0.03%
4,438
-488
428
$321K 0.03%
3,046
+42
429
$321K 0.03%
+1,109
430
$319K 0.03%
+7,236
431
$317K 0.03%
+16,531
432
$316K 0.03%
2,415
-2,091
433
$314K 0.03%
+3,441
434
$310K 0.03%
3,987
+1,306
435
$310K 0.03%
3,011
436
$308K 0.03%
+7,838
437
$305K 0.03%
2,340
-279
438
$304K 0.03%
3,647
+279
439
$303K 0.03%
2,166
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440
$302K 0.03%
5,065
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441
$302K 0.03%
2,259
-347
442
$302K 0.03%
8,096
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443
$301K 0.03%
4,175
444
$300K 0.03%
3,689
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445
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+4,608
446
$299K 0.03%
+15,207
447
$296K 0.03%
+4,675
448
$294K 0.03%
7,645
+197
449
$290K 0.03%
+1,903
450
$289K 0.03%
+1,907
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