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
$1.2B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$9.95M
3
+$8.48M
4
BX icon
Blackstone
BX
+$7.2M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$6.78M

Top Sells

1
+$6.49M
2
+$5.7M
3
+$5.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.3M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$3.25M

Sector Composition

1 Technology 9.45%
2 Healthcare 5.91%
3 Consumer Staples 5.84%
4 Financials 5.04%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.36M 0.45%
57,747
+689
52
$5.31M 0.44%
113,663
+38,273
53
$5.24M 0.44%
+95,952
54
$5.23M 0.44%
196,372
-3,120
55
$5.17M 0.43%
40,717
+783
56
$5.16M 0.43%
353,270
+210,440
57
$5.1M 0.42%
7,063
+4,781
58
$5.06M 0.42%
79,586
+1,063
59
$5.01M 0.42%
+14,894
60
$5.01M 0.42%
33,035
+241
61
$4.87M 0.41%
52,479
+33,203
62
$4.75M 0.4%
27,364
-1,071
63
$4.73M 0.39%
45,464
+2,080
64
$4.71M 0.39%
62,589
-5,222
65
$4.7M 0.39%
+36,675
66
$4.64M 0.39%
53,041
-1,625
67
$4.63M 0.39%
26,611
+941
68
$4.61M 0.38%
158,965
-4,793
69
$4.56M 0.38%
17,354
+1,446
70
$4.43M 0.37%
168,466
+2,830
71
$4.42M 0.37%
61,906
+2,003
72
$4.41M 0.37%
39,944
+5,900
73
$4.38M 0.37%
162,050
-2,205
74
$4.37M 0.36%
168,802
+154,570
75
$4.34M 0.36%
83,974
-7,092
1 2
3
4 5