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
2926
$2K ﹤0.01%
230
2927
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2928
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+189
2929
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35
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2930
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2931
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2932
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2933
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2934
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2935
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2936
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2937
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2938
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2939
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50
2940
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254
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2941
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10
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2945
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2946
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425
2947
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26
2948
$2K ﹤0.01%
1,700
2949
$2K ﹤0.01%
48
2950
$1K ﹤0.01%
+20
116 117
118
119 120