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
151
$2.25M 0.19%
6,463
+5,364
152
$2.24M 0.19%
34,600
+2,181
153
$2.24M 0.19%
7,082
+806
154
$2.21M 0.18%
36,126
+75
155
$2.21M 0.18%
47,393
+12,804
156
$2.21M 0.18%
55,406
-4,689
157
$2.19M 0.18%
41,561
+5,201
158
$2.18M 0.18%
59,160
-881
159
$2.16M 0.18%
+67,574
160
$2.16M 0.18%
15,392
-3,407
161
$2.14M 0.18%
54,976
-64,300
162
$2.14M 0.18%
15,217
+727
163
$2.12M 0.18%
+24,114
164
$2.12M 0.18%
30,114
-6,439
165
$2.1M 0.18%
5,400
+2,201
166
$2.1M 0.18%
5,739
+481
167
$2.09M 0.17%
67,374
-1,105
168
$2.08M 0.17%
32,191
-362
169
$2.08M 0.17%
34,046
-3,418
170
$2.07M 0.17%
43,909
+6,615
171
$2.06M 0.17%
26,919
-879
172
$2.05M 0.17%
15,107
+177
173
$2.04M 0.17%
57,244
+31,523
174
$2.03M 0.17%
28,576
+2,118
175
$2.03M 0.17%
71,528
+41,012
5 6
7
8 9