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
$1.74B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.22M
3
+$5.6M
4
IBTO icon
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
+$5.08M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$5.07M

Top Sells

1
+$5.57M
2
+$4.97M
3
+$4.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.54M

Sector Composition

1 Technology 11.3%
2 Financials 4.93%
3 Consumer Staples 4.33%
4 Healthcare 4.29%
5 Consumer Discretionary 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.97M 0.23%
17,034
+4,335
127
$3.95M 0.23%
49,847
+16,932
128
$3.94M 0.23%
24,953
+5,531
129
$3.93M 0.23%
76,144
+39,045
130
$3.91M 0.23%
35,011
+16,029
131
$3.87M 0.22%
74,430
-6,674
132
$3.85M 0.22%
64,493
+5,826
133
$3.85M 0.22%
147,390
-40,406
134
$3.84M 0.22%
49,906
+16,331
135
$3.82M 0.22%
43,214
-754
136
$3.8M 0.22%
39,248
-6,913
137
$3.74M 0.22%
71,127
-3,057
138
$3.72M 0.21%
51,620
+37,733
139
$3.7M 0.21%
31,878
-70
140
$3.66M 0.21%
13,984
+3,654
141
$3.64M 0.21%
33,560
-3,241
142
$3.6M 0.21%
69,183
+247
143
$3.59M 0.21%
76,917
+4,966
144
$3.56M 0.2%
7,351
+674
145
$3.52M 0.2%
100,478
+46,434
146
$3.51M 0.2%
7,754
+56
147
$3.5M 0.2%
15,735
+55
148
$3.49M 0.2%
106,433
-10,237
149
$3.47M 0.2%
6,594
+36
150
$3.45M 0.2%
136,562
+997
4 5
6
7 8