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
$1.39B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$6.69M
3
+$6.03M
4
BNDD icon
Quadratic Deflation ETF
BNDD
+$5.8M
5
GLD icon
SPDR Gold Trust
GLD
+$5.56M

Top Sells

1
+$7.92M
2
+$6.24M
3
+$4.65M
4
EIS icon
iShares MSCI Israel ETF
EIS
+$3.56M
5
EIRL icon
iShares MSCI Ireland ETF
EIRL
+$3.37M

Sector Composition

1 Industrials 9.14%
2 Technology 7.75%
3 Healthcare 4.15%
4 Consumer Staples 3.76%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.83M 0.28%
50,012
+1,609
102
$3.79M 0.27%
78,525
+345
103
$3.78M 0.27%
44,591
+9,844
104
$3.74M 0.27%
100,488
-38,969
105
$3.69M 0.27%
27,641
-3,977
106
$3.65M 0.26%
32,004
-11,214
107
$3.64M 0.26%
40,687
+34,126
108
$3.63M 0.26%
63,670
+6,201
109
$3.62M 0.26%
109,190
+4,001
110
$3.6M 0.26%
14,132
-6,334
111
$3.55M 0.26%
+113,992
112
$3.51M 0.25%
46,674
-2,778
113
$3.48M 0.25%
37,476
+7,702
114
$3.46M 0.25%
56,632
-1,821
115
$3.46M 0.25%
+61,757
116
$3.43M 0.25%
25,872
-47,111
117
$3.39M 0.24%
22,854
-322
118
$3.35M 0.24%
35,939
+317
119
$3.35M 0.24%
+79,487
120
$3.35M 0.24%
47,119
+3,600
121
$3.34M 0.24%
94,446
-32,844
122
$3.27M 0.24%
71,204
+1,152
123
$3.26M 0.23%
57,635
+11,135
124
$3.26M 0.23%
11,134
+3,582
125
$3.23M 0.23%
88,570
-16,967
3 4
5
6 7