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
651
$172K 0.01%
10,000
652
$170K 0.01%
22,024
653
$170K 0.01%
+11,602
654
$163K 0.01%
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655
$157K 0.01%
+2,700
656
$155K 0.01%
20,000
+3,000
657
$149K 0.01%
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-253
658
$135K 0.01%
+18,716
659
$135K 0.01%
10,002
660
$118K 0.01%
10,332
+327
661
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4,000
662
$114K 0.01%
12,500
663
$110K 0.01%
15,582
+538
664
$106K 0.01%
13,100
665
$104K 0.01%
+16,920
666
$93K 0.01%
11,314
+467
667
$84.1K ﹤0.01%
15,240
668
$83.2K ﹤0.01%
1,520
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669
$77.2K ﹤0.01%
11,650
670
$67.9K ﹤0.01%
+15,150
671
$58.4K ﹤0.01%
40,000
-90,000
672
$53K ﹤0.01%
11,775
+778
673
$52.6K ﹤0.01%
+13,000
674
$52.6K ﹤0.01%
14,000
675
$52.1K ﹤0.01%
10,248
25 26
27
28 29