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
$2.02B
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$37.7M
3
+$27.8M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$21.7M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$18.4M

Top Sells

1
+$12.8M
2
+$8.9M
3
+$6.93M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$6.21M
5
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$6.11M

Sector Composition

1 Technology 10.23%
2 Financials 3.96%
3 Healthcare 3.95%
4 Consumer Discretionary 2.96%
5 Communication Services 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$301K 0.01%
+2,220
577
$296K 0.01%
1,682
+2
578
$293K 0.01%
5,349
-42
579
$293K 0.01%
+2,740
580
$288K 0.01%
1,347
+22
581
$282K 0.01%
5,585
+5
582
$282K 0.01%
6,897
-7,505
583
$281K 0.01%
+4,838
584
$281K 0.01%
+274
585
$279K 0.01%
+8,314
586
$278K 0.01%
2,376
+139
587
$276K 0.01%
7,288
-926
588
$276K 0.01%
7,641
+1,025
589
$276K 0.01%
8,346
590
$275K 0.01%
+4,707
591
$274K 0.01%
31,200
592
$272K 0.01%
1,340
+49
593
$272K 0.01%
+1,288
594
$268K 0.01%
1,111
+1
595
$268K 0.01%
+6,406
596
$268K 0.01%
19,622
+42
597
$268K 0.01%
1,558
-123
598
$267K 0.01%
1,003
+195
599
$266K 0.01%
7,331
600
$266K 0.01%
8,187
+317
22 23
24
25 26