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
176
$2.01M 0.17%
75,953
-709
177
$2.01M 0.17%
48,967
+2,543
178
$1.99M 0.17%
39,980
+20,376
179
$1.98M 0.16%
25,435
+12,414
180
$1.96M 0.16%
64,303
+21,921
181
$1.91M 0.16%
+34,090
182
$1.88M 0.16%
5,763
+1,350
183
$1.87M 0.16%
30,112
+2,386
184
$1.86M 0.16%
13,163
+758
185
$1.86M 0.16%
56,191
-3,120
186
$1.82M 0.15%
56,617
+2,107
187
$1.82M 0.15%
66,155
+1,784
188
$1.81M 0.15%
15,700
+3,448
189
$1.8M 0.15%
47,772
-1,178
190
$1.8M 0.15%
22,625
-454
191
$1.78M 0.15%
98,723
+1,316
192
$1.77M 0.15%
65,095
-49,031
193
$1.77M 0.15%
36,176
+1,916
194
$1.76M 0.15%
+29,597
195
$1.74M 0.15%
7,919
+1,539
196
$1.73M 0.14%
45,640
+35,840
197
$1.71M 0.14%
26,108
+9,605
198
$1.7M 0.14%
37,054
+2,308
199
$1.7M 0.14%
17,653
+4,086
200
$1.69M 0.14%
45,722
-8,565
6 7
8
9 10