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
551
$256K 0.02%
3,105
+413
552
$255K 0.02%
12,741
-10,672
553
$255K 0.02%
31,000
554
$255K 0.02%
+7,100
555
$252K 0.02%
+3,359
556
$251K 0.02%
7,067
-139
557
$251K 0.02%
3,624
-1,260
558
$250K 0.02%
1,286
-43
559
$249K 0.02%
1,098
-496
560
$247K 0.02%
8,346
561
$246K 0.02%
+2,226
562
$243K 0.02%
14,534
+267
563
$242K 0.02%
7,342
564
$242K 0.02%
5,972
-22,672
565
$241K 0.02%
16,142
+2,600
566
$239K 0.02%
+4,260
567
$238K 0.02%
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568
$236K 0.02%
+4,628
569
$234K 0.02%
+1,176
570
$233K 0.02%
2,622
+2
571
$232K 0.02%
+2,529
572
$231K 0.02%
6,104
573
$230K 0.02%
3,575
-25
574
$229K 0.02%
1,322
+4
575
$229K 0.02%
12,035
-46
21 22
23
24 25