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
426
$304K 0.03%
22,852
-9,604
427
$301K 0.03%
2,985
-61
428
$301K 0.03%
+5,835
429
$299K 0.03%
9,602
-2,597
430
$296K 0.03%
1,480
-167
431
$293K 0.03%
1,519
-2,354
432
$293K 0.03%
5,140
-3,110
433
$283K 0.02%
1,689
-270
434
$283K 0.02%
3,235
-37,160
435
$281K 0.02%
4,062
-13,487
436
$274K 0.02%
4,624
437
$271K 0.02%
2,047
-212
438
$271K 0.02%
5,768
+515
439
$270K 0.02%
1,478
-629
440
$269K 0.02%
12,644
+196
441
$264K 0.02%
2,293
-2,546
442
$261K 0.02%
5,368
-9,761
443
$259K 0.02%
+2,303
444
$258K 0.02%
2,794
+33
445
$258K 0.02%
+3,859
446
$258K 0.02%
6,860
-1,236
447
$257K 0.02%
973
-109
448
$257K 0.02%
+4,089
449
$255K 0.02%
1,164
+486
450
$255K 0.02%
+7,883
16 17
18
19 20