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
$1.74B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.22M
3
+$5.6M
4
IBTO icon
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
+$5.08M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$5.07M

Top Sells

1
+$5.57M
2
+$4.97M
3
+$4.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.54M

Sector Composition

1 Technology 11.3%
2 Financials 4.93%
3 Consumer Staples 4.33%
4 Healthcare 4.29%
5 Consumer Discretionary 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$458K 0.03%
5,442
-1,571
477
$458K 0.03%
+19,567
478
$454K 0.03%
8,230
-338
479
$450K 0.03%
5,462
+4
480
$450K 0.03%
12,165
-282
481
$444K 0.03%
4,351
-442
482
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19,242
-599
483
$440K 0.03%
3,736
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484
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11,879
+955
485
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+2,331
486
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42,494
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487
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4,171
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488
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4,128
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489
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6,865
-3,696
490
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$422K 0.02%
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493
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9,852
494
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495
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496
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8,014
-4,284
497
$408K 0.02%
9,123
-4
498
$401K 0.02%
8,149
-12,880
499
$401K 0.02%
870
-3
500
$399K 0.02%
12,324
-270
18 19
20
21 22