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
201
$2.25M 0.13%
78,079
-3,137
202
$2.25M 0.13%
49,227
+2,185
203
$2.25M 0.13%
6,631
+31
204
$2.24M 0.13%
228,721
+216,976
205
$2.22M 0.13%
45,130
+31
206
$2.19M 0.13%
43,570
-3,965
207
$2.18M 0.13%
27,291
+803
208
$2.18M 0.13%
74,971
-24,512
209
$2.17M 0.13%
14,976
-328
210
$2.16M 0.12%
30,716
-836
211
$2.14M 0.12%
29,198
-1,435
212
$2.12M 0.12%
+31,225
213
$2.12M 0.12%
+109,374
214
$2.11M 0.12%
22,285
-1,188
215
$2.11M 0.12%
20,121
+1,018
216
$2.08M 0.12%
11,968
+340
217
$2.08M 0.12%
51,677
+895
218
$2.06M 0.12%
22,400
-1,192
219
$2.05M 0.12%
16,704
+5,712
220
$2.03M 0.12%
46,934
-46,283
221
$2.03M 0.12%
27,554
+1,486
222
$2.01M 0.12%
5,965
+297
223
$2.01M 0.12%
19,025
+1,078
224
$1.99M 0.11%
39,088
-2,823
225
$1.97M 0.11%
9,909
+547
7 8
9
10 11