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
2726
$3K ﹤0.01%
+43
2727
$3K ﹤0.01%
100
2728
$3K ﹤0.01%
781
-135
2729
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+101
2730
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46
2731
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100
-56
2732
$3K ﹤0.01%
+240
2733
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75
2734
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107
2735
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116
+1
2736
$3K ﹤0.01%
400
2737
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+100
2738
$3K ﹤0.01%
+125
2739
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200
2740
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157
+91
2741
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110
+6
2742
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6
2743
$3K ﹤0.01%
+50
2744
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+22
2745
$3K ﹤0.01%
56
2746
$3K ﹤0.01%
56
2747
$3K ﹤0.01%
298
2748
$3K ﹤0.01%
99
-30
2749
$3K ﹤0.01%
+112
2750
$3K ﹤0.01%
100
108 109
110
111 112