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
176
$1.82M 0.16%
50,687
-11,371
177
$1.81M 0.16%
+16,804
178
$1.77M 0.15%
20,053
+6,298
179
$1.75M 0.15%
62,821
+22,300
180
$1.75M 0.15%
15,560
+8,286
181
$1.74M 0.15%
30,764
+12,682
182
$1.73M 0.15%
5,397
+3,991
183
$1.72M 0.15%
28,278
+2,274
184
$1.72M 0.15%
30,744
+10,091
185
$1.69M 0.14%
7,591
-798
186
$1.66M 0.14%
14,827
+8,325
187
$1.66M 0.14%
22,823
+1,728
188
$1.66M 0.14%
69,937
-6,132
189
$1.65M 0.14%
48,540
190
$1.65M 0.14%
+16,277
191
$1.63M 0.14%
19,936
-3,094
192
$1.63M 0.14%
29,885
-25,681
193
$1.63M 0.14%
54,723
+2,069
194
$1.6M 0.14%
16,328
-4,742
195
$1.58M 0.14%
53,256
+24,698
196
$1.58M 0.14%
26,605
+10,700
197
$1.56M 0.13%
18,097
+2,152
198
$1.53M 0.13%
11,480
-2,180
199
$1.52M 0.13%
18,592
+7,155
200
$1.49M 0.13%
6,235
+3,995
6 7
8
9 10