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
$1.74B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.22M
3
+$5.6M
4
IBTO icon
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
+$5.08M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$5.07M

Top Sells

1
+$5.57M
2
+$4.97M
3
+$4.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.54M

Sector Composition

1 Technology 11.3%
2 Financials 4.93%
3 Consumer Staples 4.33%
4 Healthcare 4.29%
5 Consumer Discretionary 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.78M 0.16%
75,238
+5,379
177
$2.76M 0.16%
118,739
+22,017
178
$2.67M 0.15%
107,342
+4,158
179
$2.64M 0.15%
80,961
+148
180
$2.64M 0.15%
10,628
-377
181
$2.62M 0.15%
12,332
+1,115
182
$2.52M 0.15%
11,288
+6,341
183
$2.51M 0.14%
105,934
-2,251
184
$2.48M 0.14%
15,990
-49
185
$2.46M 0.14%
107,520
+21,522
186
$2.44M 0.14%
5,948
+56
187
$2.44M 0.14%
24,619
+28
188
$2.44M 0.14%
138,270
-4,033
189
$2.42M 0.14%
59,002
+4,283
190
$2.38M 0.14%
+45,510
191
$2.36M 0.14%
20,677
-1,660
192
$2.36M 0.14%
71,926
+34,196
193
$2.36M 0.14%
68,341
-3,402
194
$2.34M 0.13%
96,447
-4,024
195
$2.34M 0.13%
114,594
-7,691
196
$2.33M 0.13%
20,404
-486
197
$2.33M 0.13%
9,205
-162
198
$2.31M 0.13%
86,838
+61,463
199
$2.25M 0.13%
37,112
-1,550
200
$2.25M 0.13%
44,617
+3,458
6 7
8
9 10