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
126
$2.73M 0.23%
47,183
+24,897
127
$2.72M 0.23%
25,776
-4,856
128
$2.7M 0.22%
118,170
+2,758
129
$2.69M 0.22%
15,451
-2,590
130
$2.68M 0.22%
97,210
+4,300
131
$2.62M 0.22%
27,502
+1,830
132
$2.62M 0.22%
39,174
+3,748
133
$2.62M 0.22%
26,336
-961
134
$2.61M 0.22%
72,069
+4,665
135
$2.59M 0.22%
87,291
+37,673
136
$2.54M 0.21%
131,637
-12,491
137
$2.53M 0.21%
33,630
-3,989
138
$2.53M 0.21%
94,572
-7,433
139
$2.52M 0.21%
22,072
+18,357
140
$2.45M 0.2%
+132,901
141
$2.44M 0.2%
22,602
-552
142
$2.44M 0.2%
7,645
-484
143
$2.43M 0.2%
48,565
+2,461
144
$2.33M 0.19%
37,891
+5,750
145
$2.32M 0.19%
45,469
-444
146
$2.32M 0.19%
46,883
+30,914
147
$2.32M 0.19%
9,701
+110
148
$2.31M 0.19%
27,654
+1,193
149
$2.28M 0.19%
86,530
+2,291
150
$2.26M 0.19%
4,256
-73
4 5
6
7 8