SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.48B
1-Year Est. Return 19.86%
This Quarter Est. Return
1 Year Est. Return
+19.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,352
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$11.2M
3
+$10M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$8.93M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.57M

Top Sells

1
+$27.1M
2
+$11.4M
3
+$8.33M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.58M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.96M

Sector Composition

1 Financials 6.64%
2 Technology 5.82%
3 Healthcare 5.23%
4 Industrials 4.9%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$5K ﹤0.01%
100
2627
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100
2628
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91
-93
2629
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-45
2630
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216
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2631
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2632
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+32
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36
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2634
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+500
2635
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+275
2636
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+107
2637
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+200
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373
2639
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987
+600
2640
$5K ﹤0.01%
80
2641
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89
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2642
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863
2643
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+181
2644
$5K ﹤0.01%
375
+180
2645
$5K ﹤0.01%
162
2646
$5K ﹤0.01%
350
2647
$5K ﹤0.01%
710
2648
$5K ﹤0.01%
200
2649
$5K ﹤0.01%
89
+80
2650
$5K ﹤0.01%
62
104 105
106
107 108