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
$1.41B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.63M
3
+$4.13M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.03M
5
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$3.32M

Top Sells

1
+$5.8M
2
+$5.58M
3
+$4.94M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.99M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.8M

Sector Composition

1 Technology 10.55%
2 Consumer Staples 4.84%
3 Healthcare 4.77%
4 Consumer Discretionary 4.48%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.57M 0.18%
73,212
-534
152
$2.54M 0.18%
17,904
+1,371
153
$2.54M 0.18%
33,564
+3,044
154
$2.49M 0.18%
18,061
+151
155
$2.49M 0.18%
57,047
+798
156
$2.43M 0.17%
78,998
-2,617
157
$2.43M 0.17%
32,144
+870
158
$2.42M 0.17%
28,960
+4,983
159
$2.42M 0.17%
22,564
+6,786
160
$2.42M 0.17%
5,155
+47
161
$2.38M 0.17%
88,975
-651
162
$2.38M 0.17%
26,280
-722
163
$2.37M 0.17%
37,789
+1,345
164
$2.35M 0.17%
+123,619
165
$2.34M 0.17%
+100,670
166
$2.33M 0.17%
36,867
+1,801
167
$2.33M 0.17%
23,419
+1,774
168
$2.32M 0.16%
46,282
-467
169
$2.32M 0.16%
88,524
-6,740
170
$2.32M 0.16%
44,079
+38,911
171
$2.28M 0.16%
9,204
+175
172
$2.28M 0.16%
72,435
-3,471
173
$2.28M 0.16%
50,256
+1,562
174
$2.23M 0.16%
30,696
+5,707
175
$2.22M 0.16%
4,610
+326
5 6
7
8 9