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
501
$251K 0.02%
+908
502
$251K 0.02%
5,551
-841
503
$250K 0.02%
+4,768
504
$250K 0.02%
6,165
+134
505
$249K 0.02%
+19,500
506
$249K 0.02%
+9,500
507
$249K 0.02%
4,941
-225
508
$248K 0.02%
8,346
509
$248K 0.02%
+1,946
510
$246K 0.02%
1,283
+59
511
$245K 0.02%
1,547
+3
512
$243K 0.02%
5,365
-175
513
$243K 0.02%
1,047
+32
514
$237K 0.02%
1,145
-120
515
$236K 0.02%
+1,502
516
$235K 0.02%
+4,140
517
$235K 0.02%
7,799
-1,190
518
$234K 0.02%
3,773
-49
519
$234K 0.02%
+21,519
520
$233K 0.02%
15,447
+66
521
$233K 0.02%
+31,000
522
$232K 0.02%
+2,847
523
$230K 0.02%
1,785
+13
524
$227K 0.02%
+10,699
525
$226K 0.02%
+3,132
19 20
21
22 23