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
501
$239K 0.02%
+3,013
502
$238K 0.02%
5,604
-449
503
$236K 0.02%
+2,575
504
$236K 0.02%
1,292
-186
505
$235K 0.02%
6,056
-804
506
$231K 0.02%
+4,179
507
$228K 0.02%
+15,880
508
$228K 0.02%
+358
509
$227K 0.02%
+7,684
510
$225K 0.02%
7,858
-7,466
511
$225K 0.02%
8,198
-1,007
512
$223K 0.02%
3,989
+18
513
$223K 0.02%
+1,294
514
$223K 0.02%
1,383
-1,782
515
$222K 0.02%
+862
516
$222K 0.02%
+5,379
517
$222K 0.02%
1,931
+4
518
$222K 0.02%
+696
519
$221K 0.02%
1,544
-503
520
$221K 0.02%
+1,640
521
$220K 0.02%
+1,362
522
$219K 0.02%
+575
523
$217K 0.02%
+7,595
524
$216K 0.02%
+840
525
$214K 0.02%
7,963
-54,858
19 20
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