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
$6.25B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,464
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$17.1M
3
+$9.57M
4
AAPL icon
Apple
AAPL
+$6.27M
5
NVDA icon
NVIDIA
NVDA
+$5.67M

Top Sells

1
+$19.4M
2
+$17.6M
3
+$10.5M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.1M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$9.68M

Sector Composition

1 Technology 13.12%
2 Consumer Discretionary 4.5%
3 Financials 4.29%
4 Healthcare 4.05%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.74M 0.03%
104,662
+933
477
$1.74M 0.03%
16,936
-163
478
$1.72M 0.03%
33,247
+2,334
479
$1.71M 0.03%
68,532
-1,878
480
$1.71M 0.03%
34,883
-631
481
$1.71M 0.03%
+11,979
482
$1.71M 0.03%
75,276
+21,255
483
$1.7M 0.03%
45,066
-10,542
484
$1.68M 0.03%
92,395
-15
485
$1.68M 0.03%
29,331
+13,144
486
$1.68M 0.03%
17,946
+2,035
487
$1.67M 0.03%
5,949
+37
488
$1.67M 0.03%
32,409
+1,974
489
$1.66M 0.03%
6,954
+2,955
490
$1.65M 0.03%
14,673
+2,755
491
$1.65M 0.03%
30,415
+4,782
492
$1.63M 0.03%
38,189
+1,904
493
$1.62M 0.03%
49,464
-3,583
494
$1.62M 0.03%
+42,416
495
$1.61M 0.03%
48,480
-580
496
$1.6M 0.03%
39,493
-84
497
$1.6M 0.03%
42,842
-7,718
498
$1.6M 0.03%
12,054
-1,136
499
$1.6M 0.03%
22,115
+962
500
$1.6M 0.03%
76,566
-2,046
18 19
20
21 22