SWA
Stratos Wealth Advisors Portfolio holdings
AUM
$1.9B
1-Year Return
14.22%
This Quarter Return
+8.3%
1 Year Return
+14.22%
3 Year Return
+54.94%
5 Year Return
+98.72%
10 Year Return
–
AUM
$1.2B
AUM Growth
+$249M
(+26%)
Cap. Flow
+$174M
Cap. Flow
% of AUM
14.5%
Top 10 Holdings %
Top 10 Hldgs %
16.67%
Holding
591
New
102
Increased
245
Reduced
203
Closed
30
Top Buys
| 1 |
Apple
AAPL
|
$14.5M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$9.95M |
| 3 |
Accenture
ACN
|
$8.48M |
| 4 |
Blackstone
BX
|
$7.2M |
| 5 |
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
|
$6.78M |
Top Sells
Sector Composition
| 1 | Technology | 9.45% |
| 2 | Healthcare | 5.91% |
| 3 | Consumer Staples | 5.84% |
| 4 | Financials | 5.04% |
| 5 | Consumer Discretionary | 3.9% |
