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
426
$380K 0.03%
1,664
-340
427
$379K 0.03%
2,192
+677
428
$377K 0.03%
10,512
+39
429
$371K 0.03%
16,047
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430
$370K 0.03%
3,550
-44
431
$369K 0.03%
15,996
-4,640
432
$366K 0.03%
5,090
-50
433
$364K 0.03%
18,040
434
$357K 0.03%
5,720
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435
$354K 0.03%
4,554
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436
$353K 0.03%
1,364
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437
$350K 0.03%
+8,838
438
$350K 0.03%
1,904
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439
$349K 0.03%
8,623
+2,460
440
$348K 0.03%
17,239
441
$348K 0.03%
2,808
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442
$347K 0.03%
2,588
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443
$345K 0.02%
6,080
-125
444
$338K 0.02%
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-387
445
$338K 0.02%
3,231
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446
$337K 0.02%
11,260
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447
$336K 0.02%
1,527
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448
$334K 0.02%
5,046
+104
449
$332K 0.02%
+716
450
$329K 0.02%
2,773
-668
16 17
18
19 20