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
76
$3.97M 0.34%
11,741
+2,471
77
$3.96M 0.34%
20,585
-1,876
78
$3.95M 0.34%
65,782
-1,750
79
$3.88M 0.33%
62,684
+1,725
80
$3.82M 0.33%
105,537
-19,486
81
$3.78M 0.32%
71,943
+15,691
82
$3.75M 0.32%
99,968
-37,101
83
$3.71M 0.32%
30,604
-1,130
84
$3.64M 0.31%
48,403
-1,554
85
$3.63M 0.31%
78,180
+18,654
86
$3.58M 0.31%
17,639
+7,599
87
$3.56M 0.3%
+49,679
88
$3.53M 0.3%
22,023
+1,452
89
$3.51M 0.3%
34,824
-878
90
$3.49M 0.3%
49,289
+6,550
91
$3.49M 0.3%
57,374
-4,774
92
$3.49M 0.3%
49,452
-1,220
93
$3.48M 0.3%
34,301
+1,535
94
$3.45M 0.29%
29,676
-13,621
95
$3.44M 0.29%
58,453
-3,969
96
$3.41M 0.29%
22,668
+4,725
97
$3.4M 0.29%
+17,230
98
$3.4M 0.29%
23,176
+3,487
99
$3.39M 0.29%
105,189
+11,767
100
$3.37M 0.29%
+57,858
2 3
4
5 6