SWA

Stratos Wealth Advisors Portfolio holdings

AUM $1.83B
AUM
$1.83B
AUM Growth
-$260M
Cap. Flow
-$121M
Cap. Flow %
-6.63%
Top 10 Hldgs %
20.88%
Holding
766
New
55
Increased
236
Reduced
335
Closed
102
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$258K0.01%1,858
-283
-13%
-$39.3K
$256K0.01%6,674
-1,871
-22%
-$71.9K
$255K0.01%4,145 New
+$255K
$254K0.01%5,856
+49
+0.8%
+$2.13K
$254K0.01%4,826
-81
-2%
-$4.26K
$249K0.01%940
-60
-6%
-$15.9K
$247K0.01%1,450 New
+$247K
$246K0.01%1,867
$246K0.01%813
-21
-3%
-$6.34K
$242K0.01%785 New
+$242K
$242K0.01%2,583
-140,410
-98%
-$13.2M
$242K0.01%196
+1
+0.5%
+$1.24K
$242K0.01%6,348 New
+$242K
$242K0.01%5,208
-216
-4%
-$10K
$240K0.01%1,013
-682
-40%
-$162K
$239K0.01%6,849
+1,747
+34%
+$61K
$238K0.01%8,705
-752
-8%
-$20.6K
$238K0.01%2,143
-780
-27%
-$86.8K
$238K0.01%9,384 New
+$238K
$238K0.01%6,451
-2,883
-31%
-$106K
$237K0.01%51
+3
+6%
+$13.9K
$234K0.01%17,751
$233K0.01%3,007
-3,112
-51%
-$241K
$232K0.01%3,286
-5,214
-61%
-$368K
$231K0.01%2,128 New
+$231K