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
101
$3.35M 0.29%
10,206
-853
102
$3.35M 0.29%
66,298
-3,417
103
$3.27M 0.28%
70,052
+9,255
104
$3.26M 0.28%
57,469
-3,133
105
$3.21M 0.27%
102,618
+36,224
106
$3.18M 0.27%
45,379
+8,483
107
$3.14M 0.27%
66,236
+60,403
108
$3.14M 0.27%
125,520
+10,836
109
$3.08M 0.26%
134,846
+35,372
110
$3.05M 0.26%
45,115
+6,798
111
$3M 0.26%
17,320
+4,978
112
$2.88M 0.25%
43,519
+223
113
$2.86M 0.24%
+35,800
114
$2.85M 0.24%
34,747
+5,741
115
$2.83M 0.24%
17,508
-4,883
116
$2.81M 0.24%
29,774
-524
117
$2.8M 0.24%
35,622
+12,831
118
$2.71M 0.23%
58,417
+52,331
119
$2.69M 0.23%
81,410
+5,230
120
$2.68M 0.23%
15,995
+12,598
121
$2.67M 0.23%
+53,232
122
$2.64M 0.23%
27,980
+6,165
123
$2.63M 0.22%
13,419
+3,951
124
$2.57M 0.22%
25,125
+20,069
125
$2.55M 0.22%
60,042
-14,653
3 4
5
6 7