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
$1.39B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$6.69M
3
+$6.03M
4
BNDD icon
Quadratic Deflation ETF
BNDD
+$5.8M
5
GLD icon
SPDR Gold Trust
GLD
+$5.56M

Top Sells

1
+$7.92M
2
+$6.24M
3
+$4.65M
4
EIS icon
iShares MSCI Israel ETF
EIS
+$3.56M
5
EIRL icon
iShares MSCI Ireland ETF
EIRL
+$3.37M

Sector Composition

1 Industrials 9.14%
2 Technology 7.75%
3 Healthcare 4.15%
4 Consumer Staples 3.76%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$275K 0.02%
+7,850
477
$272K 0.02%
845
-90
478
$271K 0.02%
2,681
+165
479
$268K 0.02%
5,708
-37,011
480
$266K 0.02%
8,829
-2,317
481
$264K 0.02%
6,991
-5,949
482
$263K 0.02%
+2,174
483
$263K 0.02%
812
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484
$263K 0.02%
+1,077
485
$259K 0.02%
+18,872
486
$256K 0.02%
1,092
+6
487
$253K 0.02%
2,251
488
$253K 0.02%
8,664
-156
489
$253K 0.02%
1,145
+3
490
$252K 0.02%
+5,341
491
$252K 0.02%
1,383
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492
$249K 0.02%
7,920
-1,682
493
$248K 0.02%
3,457
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494
$244K 0.02%
4,999
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495
$244K 0.02%
2,401
+106
496
$243K 0.02%
1,217
-15
497
$242K 0.02%
371
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498
$241K 0.02%
2,550
-202
499
$241K 0.02%
6,932
+300
500
$240K 0.02%
+3,127
18 19
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