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
76
$4.26M 0.36%
22,303
-5,136
77
$4.24M 0.35%
94,389
-709
78
$4.23M 0.35%
175,444
+31,698
79
$4.22M 0.35%
+52,043
80
$4.18M 0.35%
38,045
+6,867
81
$4.17M 0.35%
49,187
-6,628
82
$4.1M 0.34%
46,500
+36,307
83
$4.1M 0.34%
70,095
+10,924
84
$4.06M 0.34%
83,910
-1,140
85
$4.02M 0.33%
51,827
-6,297
86
$4.01M 0.33%
28,468
+1,620
87
$3.91M 0.33%
66,848
+34,283
88
$3.86M 0.32%
107,285
+13,958
89
$3.86M 0.32%
33,563
+7,395
90
$3.84M 0.32%
21,269
+4,628
91
$3.84M 0.32%
30,837
-1,811
92
$3.84M 0.32%
+37,059
93
$3.83M 0.32%
15,455
+1,122
94
$3.79M 0.32%
42,664
+27,880
95
$3.74M 0.31%
39,056
-15,631
96
$3.73M 0.31%
130,043
+14,695
97
$3.58M 0.3%
26,993
+23,969
98
$3.58M 0.3%
26,316
-2,578
99
$3.57M 0.3%
75,433
+656
100
$3.54M 0.3%
21,438
+1,062
2 3
4
5 6