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
$1.74B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.22M
3
+$5.6M
4
IBTO icon
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
+$5.08M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$5.07M

Top Sells

1
+$5.57M
2
+$4.97M
3
+$4.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.54M

Sector Composition

1 Technology 11.3%
2 Financials 4.93%
3 Consumer Staples 4.33%
4 Healthcare 4.29%
5 Consumer Discretionary 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$540K 0.03%
15,530
+6,223
452
$533K 0.03%
2,205
+77
453
$526K 0.03%
+8,139
454
$525K 0.03%
5,744
+218
455
$525K 0.03%
21,939
+8,594
456
$518K 0.03%
3,347
-98
457
$517K 0.03%
+20,443
458
$517K 0.03%
3,803
-621
459
$515K 0.03%
+13,189
460
$512K 0.03%
12,788
-3,379
461
$511K 0.03%
5,970
-5,671
462
$502K 0.03%
+5,297
463
$502K 0.03%
18,156
+3,774
464
$497K 0.03%
704
+127
465
$496K 0.03%
7,922
-22,649
466
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19,245
-10,396
467
$488K 0.03%
4,527
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468
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469
$478K 0.03%
14,124
470
$476K 0.03%
39,076
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471
$475K 0.03%
6,277
+17
472
$473K 0.03%
16,540
+2,751
473
$470K 0.03%
10,007
+486
474
$467K 0.03%
20,268
+2,052
475
$467K 0.03%
2,075
+46
17 18
19
20 21