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
751
$765K 0.01%
7,948
+1,432
752
$761K 0.01%
7,742
-2,699
753
$754K 0.01%
33,932
-794
754
$753K 0.01%
+6,667
755
$753K 0.01%
1,676
+41
756
$750K 0.01%
5,154
+89
757
$749K 0.01%
13,592
-1,101
758
$747K 0.01%
35,136
-1,791
759
$746K 0.01%
20,545
-5,592
760
$745K 0.01%
22,117
-719
761
$742K 0.01%
13,417
-1,062
762
$739K 0.01%
8,829
+2,867
763
$737K 0.01%
22,767
-818
764
$735K 0.01%
7,405
+332
765
$733K 0.01%
9,490
-7,875
766
$725K 0.01%
7,818
+3,576
767
$722K 0.01%
+12,334
768
$720K 0.01%
22,440
+40
769
$719K 0.01%
18,410
-7,783
770
$717K 0.01%
10,036
-858
771
$716K 0.01%
7,335
+889
772
$715K 0.01%
42,892
+3,893
773
$715K 0.01%
24,097
+2,368
774
$714K 0.01%
+13,265
775
$712K 0.01%
14,091
+1,066
29 30
31
32 33