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
$150M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$211K 0.14%
+1,262
177
$209K 0.14%
+2,136
178
$205K 0.14%
+908
179
$205K 0.14%
+1,277
180
$202K 0.13%
+1,354
181
$200K 0.13%
+116
182
$68K 0.05%
+114
183
0
184
$8K 0.01%
+530
185
$5K ﹤0.01%
+2,504