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
$1.41B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.63M
3
+$4.13M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.03M
5
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$3.32M

Top Sells

1
+$5.8M
2
+$5.58M
3
+$4.94M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.99M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.8M

Sector Composition

1 Technology 10.55%
2 Consumer Staples 4.84%
3 Healthcare 4.77%
4 Consumer Discretionary 4.48%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$321K 0.02%
5,366
+25
502
$319K 0.02%
6,123
-22
503
$319K 0.02%
5,675
+105
504
$315K 0.02%
24,777
-19,060
505
$311K 0.02%
6,261
+1,053
506
$308K 0.02%
1,235
+83
507
$306K 0.02%
5,018
+54
508
$303K 0.02%
2,799
+187
509
$300K 0.02%
10,974
-23
510
$298K 0.02%
+10,660
511
$293K 0.02%
7,319
+152
512
$291K 0.02%
+9,158
513
$288K 0.02%
321
514
$286K 0.02%
10,871
515
$286K 0.02%
11,102
516
$286K 0.02%
9,990
517
$285K 0.02%
1,393
+254
518
$285K 0.02%
13,920
-267
519
$284K 0.02%
1,414
+2
520
$284K 0.02%
638
-12
521
$281K 0.02%
2,431
+15
522
$281K 0.02%
4,758
+591
523
$280K 0.02%
9,740
-766
524
$279K 0.02%
+1,981
525
$277K 0.02%
4,447
+1
19 20
21
22 23