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
$2.22B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$6.38M
3
+$5.98M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.21M
5
VNOM icon
Viper Energy
VNOM
+$5.14M

Top Sells

1
+$4.79M
2
+$4.45M
3
+$4.42M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.47M

Sector Composition

1 Technology 6.8%
2 Financials 5.46%
3 Healthcare 5.26%
4 Consumer Discretionary 4.58%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$499K 0.02%
6,728
-125
552
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55,101
553
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554
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555
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557
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558
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559
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9,474
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560
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561
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4,224
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562
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563
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7,650
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572
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9,632
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20,795
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575
$462K 0.02%
20,764
-1,229
21 22
23
24 25