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
126
$2.54M 0.22%
24,093
+1,252
127
$2.52M 0.22%
+52,425
128
$2.52M 0.22%
99,106
+2,439
129
$2.51M 0.21%
20,038
+5,512
130
$2.48M 0.21%
84,791
+31,215
131
$2.46M 0.21%
40,019
+30,997
132
$2.45M 0.21%
12,260
+2,670
133
$2.45M 0.21%
46,500
-1,910
134
$2.43M 0.21%
54,591
-5,223
135
$2.42M 0.21%
10,243
+447
136
$2.42M 0.21%
+10,307
137
$2.4M 0.21%
80,354
+30,872
138
$2.39M 0.2%
6,919
-63
139
$2.39M 0.2%
96,507
+72,363
140
$2.34M 0.2%
37,925
-74,923
141
$2.31M 0.2%
31,114
+4,310
142
$2.29M 0.2%
11,450
+3,700
143
$2.28M 0.2%
+15,816
144
$2.26M 0.19%
42,719
+785
145
$2.25M 0.19%
13,323
-1,796
146
$2.24M 0.19%
52,786
-1,173
147
$2.23M 0.19%
37,599
-1,789
148
$2.22M 0.19%
26,086
-526
149
$2.22M 0.19%
7,552
+2,229
150
$2.21M 0.19%
23,346
+4,913
4 5
6
7 8