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
$1.39B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$6.69M
3
+$6.03M
4
BNDD icon
Quadratic Deflation ETF
BNDD
+$5.8M
5
GLD icon
SPDR Gold Trust
GLD
+$5.56M

Top Sells

1
+$7.92M
2
+$6.24M
3
+$4.65M
4
EIS icon
iShares MSCI Israel ETF
EIS
+$3.56M
5
EIRL icon
iShares MSCI Ireland ETF
EIRL
+$3.37M

Sector Composition

1 Industrials 9.14%
2 Technology 7.75%
3 Healthcare 4.15%
4 Consumer Staples 3.76%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.16M 0.16%
50,120
+17,579
177
$2.13M 0.15%
66,531
-6,124
178
$2.13M 0.15%
35,576
-2,349
179
$2.13M 0.15%
15,590
+30
180
$2.1M 0.15%
24,673
+1,850
181
$2.08M 0.15%
25,938
+1,629
182
$2.07M 0.15%
9,429
-7,801
183
$2.03M 0.15%
+24,229
184
$2.02M 0.15%
7,759
-2,548
185
$2.02M 0.15%
46,496
-412
186
$2.02M 0.15%
+60,213
187
$2M 0.14%
33,036
+2,115
188
$1.97M 0.14%
20,403
+4,331
189
$1.97M 0.14%
22,583
+5,778
190
$1.97M 0.14%
29,514
+1,236
191
$1.95M 0.14%
22,747
+4,650
192
$1.94M 0.14%
38,298
+27,298
193
$1.93M 0.14%
22,770
-76
194
$1.91M 0.14%
54,054
+3,367
195
$1.89M 0.14%
10,012
+7,509
196
$1.86M 0.13%
6,260
+25
197
$1.86M 0.13%
55,531
+808
198
$1.82M 0.13%
59,100
+4,597
199
$1.82M 0.13%
59,061
+5,805
200
$1.82M 0.13%
5,165
+82
6 7
8
9 10