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
151
$2.21M 0.19%
56,620
+34,635
152
$2.2M 0.19%
2,619
+862
153
$2.15M 0.18%
96,515
-2,860
154
$2.14M 0.18%
16,452
+215
155
$2.14M 0.18%
72,655
+17,458
156
$2.14M 0.18%
16,060
-6,540
157
$2.11M 0.18%
+55,477
158
$2.08M 0.18%
53,558
+47,750
159
$2.06M 0.18%
10,427
+3,021
160
$2.05M 0.18%
+15,133
161
$2.04M 0.17%
22,354
-750
162
$2M 0.17%
+62,195
163
$1.98M 0.17%
5,840
-817
164
$1.98M 0.17%
46,908
-191
165
$1.97M 0.17%
85,984
-2,185
166
$1.96M 0.17%
+26,309
167
$1.95M 0.17%
54,503
+2,834
168
$1.95M 0.17%
22,846
-4,885
169
$1.95M 0.17%
27,803
-2,859
170
$1.95M 0.17%
39,266
-2,843
171
$1.93M 0.17%
36,488
-191
172
$1.93M 0.16%
+51,832
173
$1.91M 0.16%
24,309
-1,773
174
$1.89M 0.16%
17,150
-1,425
175
$1.86M 0.16%
30,921
+1,472
5 6
7
8 9