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
$1.17B
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.38M
3
+$5.72M
4
TSLA icon
Tesla
TSLA
+$4.72M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.67M

Top Sells

1
+$6.35M
2
+$6.19M
3
+$4.63M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.5M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.71M

Sector Composition

1 Industrials 9.81%
2 Technology 7.56%
3 Healthcare 3.95%
4 Financials 3.76%
5 Consumer Staples 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-29,447
527
– –
-21,199
528
– –
-4,026
529
– –
-4,070
530
– –
-4,748
531
– –
-6,478
532
– –
-4,438
533
– –
-4,608
534
– –
-46,459
535
– –
-34,572
536
– –
-1,185
537
– –
-4,058
538
– –
-18,267
539
– –
-10,912
540
– –
-21,365
541
– –
-37,977
542
– –
-7,100
543
– –
-3,801
544
– –
-6,436
545
– –
-3,135
546
– –
-12,224
547
– –
-58,892
548
– –
-693
549
– –
-42,966
550
– –
-17,926
20 21
22
23 24