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
201
$1.81M 0.13%
29,984
+2,181
202
$1.81M 0.13%
49,369
-4,189
203
$1.77M 0.13%
11,632
-5,876
204
$1.74M 0.13%
49,720
+1,180
205
$1.74M 0.12%
11,980
+500
206
$1.73M 0.12%
7,998
+407
207
$1.71M 0.12%
19,860
+2,753
208
$1.69M 0.12%
18,586
-6
209
$1.67M 0.12%
6,243
+706
210
$1.64M 0.12%
65,821
-4,116
211
$1.64M 0.12%
88,407
-128,744
212
$1.61M 0.12%
9,660
+934
213
$1.61M 0.12%
5,262
+819
214
$1.61M 0.12%
4,340
+501
215
$1.59M 0.11%
15,479
+3,352
216
$1.58M 0.11%
8,462
+1,286
217
$1.53M 0.11%
30,470
-274
218
$1.53M 0.11%
19,873
+13,407
219
$1.52M 0.11%
23,128
+2,074
220
$1.52M 0.11%
36,416
+13,489
221
$1.52M 0.11%
23,612
+4,208
222
$1.52M 0.11%
2,305
+269
223
$1.51M 0.11%
5,354
+57
224
$1.5M 0.11%
+75,757
225
$1.5M 0.11%
2,312
+38
7 8
9
10 11