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
26
$7.75M 0.66%
55,672
+18,262
27
$7.74M 0.66%
122,382
+58,410
28
$7.68M 0.66%
46,780
+960
29
$7.68M 0.66%
50,005
+4,720
30
$7.47M 0.64%
68,429
+786
31
$7.34M 0.63%
45,469
+6,782
32
$7.33M 0.63%
44,807
+5,215
33
$7.32M 0.63%
134,402
+4,727
34
$7.23M 0.62%
135,747
+24,312
35
$6.95M 0.59%
42,347
+3,909
36
$6.89M 0.59%
26,646
+18,267
37
$6.41M 0.55%
59,261
+18,179
38
$6.21M 0.53%
57,612
-488
39
$6.15M 0.53%
142,935
-4,417
40
$6.01M 0.51%
118,123
+5,487
41
$5.83M 0.5%
301,538
+3,030
42
$5.8M 0.5%
14,461
-189
43
$5.59M 0.48%
570,003
+327,348
44
$5.53M 0.47%
245,826
-19,887
45
$5.48M 0.47%
213,972
-14,402
46
$5.42M 0.46%
19,859
-199
47
$5.39M 0.46%
138,630
-6,927
48
$5.3M 0.45%
41,543
+36,570
49
$5.3M 0.45%
37,969
+4,157
50
$5.25M 0.45%
97,164
+2,261
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