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
$1.13B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$4.87M
3
+$4.5M
4
VPU icon
Vanguard Utilities ETF
VPU
+$4.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.8M

Top Sells

1
+$3.92M
2
+$3.38M
3
+$2.39M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.27M
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$2.12M

Sector Composition

1 Industrials 10.45%
2 Technology 6.69%
3 Healthcare 3.7%
4 Financials 3.65%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$249K 0.02%
4,664
-967
477
$248K 0.02%
+14,082
478
$245K 0.02%
1,278
+81
479
$244K 0.02%
4,026
-883
480
$243K 0.02%
+3,470
481
$242K 0.02%
+1,708
482
$238K 0.02%
+4,965
483
$236K 0.02%
+1,268
484
$235K 0.02%
2,128
-661
485
$235K 0.02%
1,287
+22
486
$234K 0.02%
+324
487
$232K 0.02%
4,665
+3
488
$230K 0.02%
836
-46
489
$229K 0.02%
6,436
-3,973
490
$229K 0.02%
+1,139
491
$227K 0.02%
1,395
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492
$226K 0.02%
7,783
-8,052
493
$225K 0.02%
15,148
+2,103
494
$225K 0.02%
3,758
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495
$223K 0.02%
2,318
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496
$223K 0.02%
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497
$222K 0.02%
+21,365
498
$221K 0.02%
4,532
-912
499
$221K 0.02%
+9,337
500
$220K 0.02%
1,518
-88
18 19
20
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