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
$1.41B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.63M
3
+$4.13M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.03M
5
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$3.32M

Top Sells

1
+$5.8M
2
+$5.58M
3
+$4.94M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.99M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.8M

Sector Composition

1 Technology 10.55%
2 Consumer Staples 4.84%
3 Healthcare 4.77%
4 Consumer Discretionary 4.48%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$415K 0.03%
2,731
452
$413K 0.03%
9,800
453
$408K 0.03%
1,970
-365
454
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455
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+9,278
456
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4,125
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457
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458
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459
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-166
460
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461
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462
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463
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464
$392K 0.03%
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-100
465
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4,001
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466
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18,168
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467
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468
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470
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5,002
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472
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1,307
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473
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13,185
-26,481
474
$379K 0.03%
+5,800
475
$375K 0.03%
4,619
-1,449
17 18
19
20 21