SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
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 +$50M
2 +$11.3M
3 +$10.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$9.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.77M

Top Sells

1 +$27.1M
2 +$11.4M
3 +$8.57M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.69M
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
3076
$1K ﹤0.01%
+19
3077
$1K ﹤0.01%
+37
3078
$1K ﹤0.01%
+42
3079
$1K ﹤0.01%
34
3080
$1K ﹤0.01%
46
3081
$1K ﹤0.01%
+10
3082
$1K ﹤0.01%
8
3083
$1K ﹤0.01%
+25
3084
$1K ﹤0.01%
+2
3085
$1K ﹤0.01%
17
3086
$1K ﹤0.01%
+52
3087
$1K ﹤0.01%
+4
3088
$1K ﹤0.01%
+9
3089
$1K ﹤0.01%
+22
3090
$1K ﹤0.01%
+100
3091
$1K ﹤0.01%
+4
3092
$1K ﹤0.01%
+2
3093
$1K ﹤0.01%
25
3094
$1K ﹤0.01%
25
3095
$1K ﹤0.01%
63
-10
3096
$1K ﹤0.01%
+68
3097
$1K ﹤0.01%
100
3098
$1K ﹤0.01%
44
3099
$1K ﹤0.01%
12
3100
$1K ﹤0.01%
27
-5