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
601
$245K 0.01%
12,035
602
$245K 0.01%
1,316
-188
603
$245K 0.01%
+2,747
604
$245K 0.01%
+6,831
605
$242K 0.01%
2,705
-77
606
$241K 0.01%
1,172
-11
607
$240K 0.01%
3,599
-172
608
$237K 0.01%
7,000
-100
609
$237K 0.01%
6,592
-1,674
610
$236K 0.01%
6,573
-96
611
$236K 0.01%
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612
$235K 0.01%
+8,972
613
$234K 0.01%
3,024
-423
614
$233K 0.01%
2,748
-93
615
$233K 0.01%
1,366
+16
616
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617
$230K 0.01%
5,548
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618
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+12,055
619
$228K 0.01%
+8,453
620
$227K 0.01%
+1,296
621
$227K 0.01%
+1,867
622
$226K 0.01%
1,929
+2
623
$222K 0.01%
+3,968
624
$222K 0.01%
+6,184
625
$221K 0.01%
12,208
-1,805
23 24
25
26 27