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
$1.1B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.09M
3
+$4.27M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.05M
5
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$3.94M

Top Sells

1
+$5.92M
2
+$5.09M
3
+$4.7M
4
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$4.36M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.36M

Sector Composition

1 Industrials 9.86%
2 Technology 7%
3 Healthcare 5.23%
4 Consumer Staples 4.53%
5 Financials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
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