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
201
$1.49M 0.13%
+22,498
202
$1.48M 0.13%
5,297
-134
203
$1.48M 0.13%
39,533
-23,585
204
$1.47M 0.13%
66,418
-59,106
205
$1.46M 0.13%
16,805
+245
206
$1.46M 0.12%
23,349
-738
207
$1.46M 0.12%
5,537
+641
208
$1.44M 0.12%
6,523
+4,525
209
$1.42M 0.12%
5,083
+30
210
$1.42M 0.12%
2,274
-143
211
$1.36M 0.12%
17,024
+10,163
212
$1.36M 0.12%
3,474
+845
213
$1.35M 0.12%
22,945
-2,107
214
$1.34M 0.11%
25,959
+1,299
215
$1.33M 0.11%
65,028
-54,971
216
$1.32M 0.11%
21,054
-102
217
$1.32M 0.11%
57,444
+15,760
218
$1.3M 0.11%
16,072
+3,636
219
$1.28M 0.11%
35,081
-17,584
220
$1.28M 0.11%
20,400
+4,209
221
$1.28M 0.11%
36,694
-564
222
$1.28M 0.11%
32,541
+23,477
223
$1.27M 0.11%
23,908
-21
224
$1.27M 0.11%
8,726
+2,804
225
$1.27M 0.11%
2,036
-63
7 8
9
10 11