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
626
$219K 0.01%
+1,960
627
$219K 0.01%
1,191
-70
628
$218K 0.01%
+6,055
629
$216K 0.01%
9,295
630
$216K 0.01%
+8,424
631
$216K 0.01%
39,216
+28
632
$214K 0.01%
4,980
-5
633
$214K 0.01%
7,117
-2,873
634
$212K 0.01%
+6,073
635
$210K 0.01%
+9,095
636
$210K 0.01%
4,002
-600
637
$209K 0.01%
+364
638
$209K 0.01%
+4,535
639
$208K 0.01%
+19,325
640
– –
0
641
$206K 0.01%
11,027
+127
642
$205K 0.01%
+1,800
643
$204K 0.01%
659
-12
644
$203K 0.01%
20,416
-3,340
645
$202K 0.01%
+5,256
646
$191K 0.01%
15,500
647
$188K 0.01%
11,334
+134
648
$179K 0.01%
13,480
+125
649
$179K 0.01%
26,000
+4,000
650
$173K 0.01%
+14,041
24 25
26
27 28