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
451
$328K 0.02%
+8,323
452
$326K 0.02%
15,700
-1,035
453
$322K 0.02%
1,067
+94
454
$320K 0.02%
4,125
+219
455
$316K 0.02%
4,624
456
$313K 0.02%
5,680
+408
457
$311K 0.02%
2,586
+675
458
$310K 0.02%
1,539
-169
459
$310K 0.02%
+1,878
460
$308K 0.02%
9,783
-411
461
$306K 0.02%
22,125
-727
462
$303K 0.02%
2,303
463
$303K 0.02%
5,808
+40
464
$302K 0.02%
5,197
+1,149
465
$298K 0.02%
11,245
+2,649
466
$297K 0.02%
+2,556
467
$293K 0.02%
1,788
+99
468
$293K 0.02%
12,871
+227
469
$291K 0.02%
+5,514
470
$288K 0.02%
3,312
+77
471
$287K 0.02%
+3,077
472
$282K 0.02%
+7,477
473
$277K 0.02%
5,524
+250
474
$277K 0.02%
1,982
+160
475
$277K 0.02%
9,600
17 18
19
20 21