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
476
$220K 0.02%
3,971
-465
477
$219K 0.02%
1,822
-748
478
$219K 0.02%
4,555
-815
479
$216K 0.02%
1,499
-404
480
$215K 0.02%
1,290
-105
481
$213K 0.02%
1,911
-1,616
482
$213K 0.02%
11,730
-3,477
483
$213K 0.02%
5,265
+200
484
$211K 0.02%
1,927
-394
485
$211K 0.02%
1,278
486
$211K 0.02%
+1,185
487
$210K 0.02%
+4,048
488
$207K 0.02%
6,894
-5,436
489
$206K 0.02%
+2,196
490
$204K 0.02%
2,251
-67
491
$201K 0.02%
6,942
492
$201K 0.02%
+3,413
493
$194K 0.02%
12,530
+1,025
494
$122K 0.01%
1,999
+56
495
$107K 0.01%
+16,138
496
$67K 0.01%
+15,164
497
$9K ﹤0.01%
42
498
– –
-17,362
499
– –
-37,783
500
– –
-14,082
18 19
20
21 22