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
826
$615K 0.01%
3,370
-115
827
$614K 0.01%
4,768
+1,013
828
$614K 0.01%
2,609
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829
$610K 0.01%
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830
$606K 0.01%
29,797
-2,013
831
$605K 0.01%
7,381
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832
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15,648
-3,777
833
$602K 0.01%
10,771
-241
834
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24,178
+15,006
835
$598K 0.01%
80,000
836
$596K 0.01%
21,269
-6,612
837
$592K 0.01%
9,343
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838
$591K 0.01%
1,213
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839
$590K 0.01%
7,126
-1,289
840
$590K 0.01%
21,384
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841
$589K 0.01%
11,531
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842
$589K 0.01%
82,141
-50
843
$589K 0.01%
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844
$587K 0.01%
12,279
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845
$587K 0.01%
+5,686
846
$586K 0.01%
11,747
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847
$585K 0.01%
356
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848
$584K 0.01%
8,305
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849
$582K 0.01%
12,888
-396
850
$582K 0.01%
1,947
+125
32 33
34
35 36