SWA
Stratos Wealth Advisors Portfolio holdings
AUM
$1.9B
This Quarter Return
-13.58%
1 Year Return
+14.22%
3 Year Return
+54.94%
5 Year Return
+98.72%
10 Year Return
–
AUM
$150M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.72%
Holding
185
New
185
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$8.89M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$5.56M |
| 3 |
Apple
AAPL
|
$5.21M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.85M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$3.47M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.35% |
| 2 | Healthcare | 7.25% |
| 3 | Financials | 6.82% |
| 4 | Communication Services | 5.22% |
| 5 | Consumer Discretionary | 4.81% |
