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
3001
$1K ﹤0.01%
50
3002
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+3
3003
$1K ﹤0.01%
52
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3004
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+3
3005
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3006
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3007
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3008
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+1
3009
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3010
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3011
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14
-972
3012
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3
3013
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11
3014
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3015
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25
3016
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3017
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3018
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3019
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3020
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3021
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+34
3022
$1K ﹤0.01%
800
3023
$1K ﹤0.01%
41
3024
$1K ﹤0.01%
25
3025
$1K ﹤0.01%
57
+1