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
501
$398K 0.02%
4,003
+978
502
$397K 0.02%
7,884
+88
503
$397K 0.02%
2,763
+209
504
$395K 0.02%
3,798
+22
505
$393K 0.02%
+13,062
506
$392K 0.02%
837
-35
507
$382K 0.02%
8,840
-5,504
508
$382K 0.02%
13,084
-508
509
$379K 0.02%
6,432
+4
510
$376K 0.02%
1,984
-12
511
$375K 0.02%
4,752
+1,533
512
$374K 0.02%
1,551
+55
513
$372K 0.02%
11,945
+610
514
$365K 0.02%
+10,593
515
$363K 0.02%
4,256
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516
$363K 0.02%
10,289
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517
$362K 0.02%
1,532
+374
518
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+1,660
519
$362K 0.02%
5,998
-10
520
$360K 0.02%
2,521
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521
$358K 0.02%
5,435
-358
522
$357K 0.02%
1,169
+4
523
$357K 0.02%
5,320
+921
524
$357K 0.02%
4,771
-5
525
$353K 0.02%
9,758
-1,870
19 20
21
22 23