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SWA

Stratos Wealth Advisors Portfolio holdings

AUM $1.63B
1-Year Est. Return 16.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$10.5M
3
+$9.64M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.98M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.82M

Top Sells

1
+$19.7M
2
+$8.17M
3
+$7.9M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.66M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$6.33M

Sector Composition

1 Technology 10.91%
2 Healthcare 4.74%
3 Financials 4.6%
4 Consumer Discretionary 3.7%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$88.2K 0.01%
4,000
652
$81K ﹤0.01%
13,100
653
$78.4K ﹤0.01%
40,000
654
$59K ﹤0.01%
1,521
+1
655
$56.6K ﹤0.01%
10,248
656
$28.5K ﹤0.01%
1,154
-85
657
$23.3K ﹤0.01%
11,810
658
$21.4K ﹤0.01%
933
659
$7.86K ﹤0.01%
261,923
+70,000
660
– –
-1,492
661
– –
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662
– –
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663
– –
-30,890
664
– –
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665
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666
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– –
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– –
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– –
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– –
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– –
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25 26
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