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
$1.2B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$9.95M
3
+$8.48M
4
BX icon
Blackstone
BX
+$7.2M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$6.78M

Top Sells

1
+$6.49M
2
+$5.7M
3
+$5.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.3M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$3.25M

Sector Composition

1 Technology 9.45%
2 Healthcare 5.91%
3 Consumer Staples 5.84%
4 Financials 5.04%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$291K 0.02%
+18,287
477
$290K 0.02%
5,901
-21,728
478
$289K 0.02%
+1,978
479
$289K 0.02%
+6,803
480
$288K 0.02%
7,324
-2,019
481
$287K 0.02%
4,065
-4,498
482
$286K 0.02%
12,835
+3,361
483
$284K 0.02%
+1,019
484
$282K 0.02%
2,403
+26
485
$282K 0.02%
3,327
-1,079
486
$278K 0.02%
3,376
-496
487
$275K 0.02%
+5,498
488
$273K 0.02%
8,507
-1,417
489
$273K 0.02%
+3,174
490
$270K 0.02%
+6,598
491
$270K 0.02%
+9,714
492
$268K 0.02%
+9,990
493
$265K 0.02%
4,251
-549
494
$263K 0.02%
+6,735
495
$262K 0.02%
11,288
-10
496
$259K 0.02%
+3,522
497
$258K 0.02%
+13,962
498
$254K 0.02%
4,380
499
$252K 0.02%
+12,511
500
$252K 0.02%
5,426
-2,566
18 19
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