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
451
$254K 0.02%
10,559
-65
452
$252K 0.02%
5,272
+607
453
$252K 0.02%
8,820
-40
454
$250K 0.02%
435
-154
455
$250K 0.02%
1,018
-1,513
456
$249K 0.02%
6,053
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457
$246K 0.02%
9,205
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458
$245K 0.02%
5,274
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459
$245K 0.02%
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460
$240K 0.02%
6,163
-1,482
461
$239K 0.02%
328
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462
$239K 0.02%
+9,600
463
$237K 0.02%
16,735
+1,587
464
$237K 0.02%
2,516
+401
465
$236K 0.02%
5,367
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466
$235K 0.02%
800
467
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2,295
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468
$233K 0.02%
4,631
-9,097
469
$230K 0.02%
1,142
+3
470
$226K 0.02%
1,515
-1,772
471
$226K 0.02%
4,614
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472
$224K 0.02%
+8,596
473
$222K 0.02%
6,632
+198
474
$222K 0.02%
+1,086
475
$221K 0.02%
1,232
-55
17 18
19
20 21