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
$942M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.17M
3
+$4.25M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.19M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.06M

Top Sells

1
+$6.14M
2
+$2.49M
3
+$2.39M
4
QCOM icon
Qualcomm
QCOM
+$2.09M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.94M

Sector Composition

1 Industrials 11.43%
2 Technology 6.73%
3 Financials 3.89%
4 Healthcare 3.54%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
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