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
526
$352K 0.02%
15,285
-18,218
527
$351K 0.02%
12,781
528
$350K 0.02%
7,728
-2,275
529
$350K 0.02%
907
+12
530
$348K 0.02%
+6,967
531
$344K 0.02%
4,071
-369
532
$343K 0.02%
6,254
-232
533
$340K 0.02%
5,841
+14
534
$338K 0.02%
5,876
+3
535
$328K 0.02%
+4,141
536
$326K 0.02%
+4,250
537
$325K 0.02%
321
-29
538
$324K 0.02%
5,608
+833
539
$322K 0.02%
1,492
-6
540
$320K 0.02%
5,013
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541
$320K 0.02%
5,513
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542
$319K 0.02%
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543
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0
544
$317K 0.02%
6,357
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545
$317K 0.02%
201
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546
$316K 0.02%
1,914
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547
$314K 0.02%
665
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548
$313K 0.02%
12,623
+141
549
$309K 0.02%
4,491
+563
550
$304K 0.02%
1,110
-14
20 21
22
23 24