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
$1.2B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$9.95M
3
+$8.48M
4
BX icon
Blackstone
BX
+$7.2M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$6.78M

Top Sells

1
+$6.49M
2
+$5.7M
3
+$5.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.3M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$3.25M

Sector Composition

1 Technology 9.45%
2 Healthcare 5.91%
3 Consumer Staples 5.84%
4 Financials 5.04%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$226K 0.02%
1,267
-62
527
$226K 0.02%
+5,582
528
$225K 0.02%
+4,144
529
$222K 0.02%
+7,561
530
$222K 0.02%
+4,009
531
$221K 0.02%
+5,441
532
$221K 0.02%
+4,395
533
$220K 0.02%
6,405
-9,735
534
$220K 0.02%
+1,968
535
$217K 0.02%
8,831
-14,478
536
$216K 0.02%
2,507
-6
537
$214K 0.02%
+6,498
538
$213K 0.02%
11,781
-2,204
539
$211K 0.02%
14,001
+309
540
$209K 0.02%
18,011
+2,790
541
$209K 0.02%
+8,325
542
$207K 0.02%
+7,851
543
$207K 0.02%
+328
544
$206K 0.02%
+2,487
545
$206K 0.02%
+8,002
546
$206K 0.02%
+1,587
547
$203K 0.02%
3,602
-862
548
$202K 0.02%
+5,395
549
$181K 0.02%
21,934
-28,631
550
$166K 0.01%
+22,000
20 21
22
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