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
576
$229K 0.02%
407
-1,874
577
$228K 0.02%
9,671
+731
578
$225K 0.02%
5,964
+6
579
$224K 0.02%
4,865
-650
580
$224K 0.02%
+9,028
581
$223K 0.02%
2,553
+64
582
$222K 0.02%
2,665
583
$222K 0.02%
5,346
-85
584
$219K 0.02%
+562
585
$216K 0.02%
+670
586
$216K 0.02%
+80
587
$214K 0.02%
4,277
-15,802
588
$214K 0.02%
+8,436
589
$214K 0.02%
+1,996
590
$213K 0.02%
+7,610
591
$212K 0.02%
7,035
-126,236
592
$210K 0.01%
3,406
-9,645
593
$209K 0.01%
1,064
+58
594
$208K 0.01%
731
-39
595
$206K 0.01%
+1,819
596
$203K 0.01%
+1,261
597
$203K 0.01%
7,986
-310
598
$201K 0.01%
+3,635
599
$201K 0.01%
+7,089
600
$179K 0.01%
12,500
22 23
24
25 26