SWA

Stratos Wealth Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 15.57%
This Quarter Est. Return
1 Year Est. Return
+15.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.83B
AUM Growth
-$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$13.6M
3
+$12M
4
QINT icon
American Century Quality Diversified International ETF
QINT
+$11.3M
5
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$9.64M

Top Sells

1
+$18.7M
2
+$17.4M
3
+$17.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.9M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$14.5M

Sector Composition

1 Technology 10.57%
2 Financials 5.07%
3 Healthcare 3.38%
4 Consumer Discretionary 3.24%
5 Communication Services 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$258K 0.01%
1,858
-283
577
$256K 0.01%
6,674
-1,871
578
$255K 0.01%
+4,145
579
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$249K 0.01%
940
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582
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583
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584
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813
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585
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586
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2,583
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587
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196
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588
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589
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5,208
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595
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596
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51
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597
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17,751
598
$233K 0.01%
6,014
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599
$232K 0.01%
3,286
-5,214
600
$231K 0.01%
+2,128
22 23
24
25 26