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
$1.2B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$9.95M
3
+$8.48M
4
BX icon
Blackstone
BX
+$7.2M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$6.78M

Top Sells

1
+$6.49M
2
+$5.7M
3
+$5.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.3M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$3.25M

Sector Composition

1 Technology 9.45%
2 Healthcare 5.91%
3 Consumer Staples 5.84%
4 Financials 5.04%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$341K 0.03%
11,108
-105,877
452
$339K 0.03%
4,161
+328
453
$338K 0.03%
10,131
-1,383
454
$337K 0.03%
7,804
+347
455
$335K 0.03%
+602
456
$334K 0.03%
6,360
-1,635
457
$330K 0.03%
+10,602
458
$329K 0.03%
14,405
-9,226
459
$328K 0.03%
20,253
+599
460
$322K 0.03%
8,474
+402
461
$322K 0.03%
3,405
-685
462
$321K 0.03%
6,143
-49
463
$321K 0.03%
6,365
-1,446
464
$320K 0.03%
13,207
-2,557
465
$319K 0.03%
+1,205
466
$317K 0.03%
12,781
467
$311K 0.03%
18,040
468
$311K 0.03%
+7,537
469
$308K 0.03%
5,421
+91
470
$308K 0.03%
10,463
+421
471
$299K 0.02%
+12,622
472
$297K 0.02%
10,870
+42
473
$295K 0.02%
+3,770
474
$294K 0.02%
+7,091
475
$293K 0.02%
4,218
+13
17 18
19
20 21