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
$2.12B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$11M
3
+$10.5M
4
AMGN icon
Amgen
AMGN
+$10.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.39M

Top Sells

1
+$11.2M
2
+$11.1M
3
+$9.58M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.22M

Sector Composition

1 Financials 6.43%
2 Healthcare 5.7%
3 Technology 5.05%
4 Industrials 4.82%
5 Consumer Discretionary 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$466K 0.02%
24,569
527
$465K 0.02%
161,594
-236
528
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529
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531
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534
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536
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$444K 0.02%
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541
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21,600
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545
$437K 0.02%
20,104
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546
$436K 0.02%
4,662
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547
$435K 0.02%
28,100
548
$435K 0.02%
6,733
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549
$435K 0.02%
+8,912
550
$434K 0.02%
12,153
-419
20 21
22
23 24