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
551
$303K 0.02%
+27,657
552
$303K 0.02%
6,696
-2,861
553
$302K 0.02%
8,031
+15
554
$300K 0.02%
20,305
+303
555
$298K 0.02%
1,211
-327
556
$297K 0.02%
6,135
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557
$296K 0.02%
8,088
+1,727
558
$295K 0.02%
9,709
-3,392
559
$295K 0.02%
18,522
+4,180
560
$295K 0.02%
+669
561
$290K 0.02%
6,810
-1,235
562
$288K 0.02%
+3,323
563
$288K 0.02%
11,102
564
$287K 0.02%
3,708
-33,425
565
$287K 0.02%
81
-4
566
$287K 0.02%
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567
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5,415
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1,769
-704
569
$282K 0.02%
10,403
-2,586
570
$281K 0.02%
+1,949
571
$278K 0.02%
+4,124
572
$275K 0.02%
600
-215
573
$275K 0.02%
5,340
-152
574
$273K 0.02%
7,567
-2,012
575
$271K 0.02%
586
+33
21 22
23
24 25