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
$1.17B
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.38M
3
+$5.72M
4
TSLA icon
Tesla
TSLA
+$4.72M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.67M

Top Sells

1
+$6.35M
2
+$6.19M
3
+$4.63M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.5M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.71M

Sector Composition

1 Industrials 9.81%
2 Technology 7.56%
3 Healthcare 3.95%
4 Financials 3.76%
5 Consumer Staples 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.23M 0.45%
100,457
-46,001
52
$5.22M 0.45%
49,036
+14,820
53
$5.16M 0.44%
21,416
+2,674
54
$4.98M 0.43%
38,581
-1,407
55
$4.9M 0.42%
72,308
-1,662
56
$4.85M 0.41%
20,466
-26,140
57
$4.83M 0.41%
26,499
-2,670
58
$4.79M 0.41%
28,293
-10,327
59
$4.77M 0.41%
80,010
+1,742
60
$4.69M 0.4%
31,423
-2,118
61
$4.68M 0.4%
139,457
-5,144
62
$4.63M 0.4%
86,932
+838
63
$4.58M 0.39%
61,684
-8,623
64
$4.46M 0.38%
43,218
-14,901
65
$4.43M 0.38%
217,151
-10,181
66
$4.38M 0.37%
83,501
-3,231
67
$4.36M 0.37%
34,242
+22,956
68
$4.34M 0.37%
9,655
+22
69
$4.27M 0.37%
51,862
+10,998
70
$4.25M 0.36%
35,947
+8,920
71
$4.2M 0.36%
31,618
+706
72
$4.16M 0.36%
163,126
-37,080
73
$4.05M 0.35%
127,290
-47,655
74
$4.01M 0.34%
96,685
+9,095
75
$4.01M 0.34%
133,225
+51,788
1 2
3
4 5