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
526
$276K 0.02%
+10,401
527
$275K 0.02%
11,172
-116
528
$274K 0.02%
4,380
529
$273K 0.02%
1,781
+1
530
$273K 0.02%
3,191
-401
531
$272K 0.02%
15,561
+57
532
$271K 0.02%
+1,118
533
$271K 0.02%
20,500
534
$271K 0.02%
2,845
-56
535
$270K 0.02%
10,791
536
$270K 0.02%
7,286
-576
537
$269K 0.02%
+3,890
538
$268K 0.02%
21,519
539
$266K 0.02%
1,828
-106
540
$265K 0.02%
10,000
541
$264K 0.02%
+5,908
542
$264K 0.02%
10,710
+600
543
$262K 0.02%
740
-2
544
$262K 0.02%
10,260
545
$261K 0.02%
5,669
-278
546
$260K 0.02%
+1,989
547
$260K 0.02%
6,201
-3,858
548
$259K 0.02%
5,118
+239
549
$256K 0.02%
5,029
+29
550
$256K 0.02%
1,467
+96
20 21
22
23 24