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
Financial Select Sector SPDR Fund
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
851
$204K 0.01%
+7,092
852
$203K 0.01%
4,196
-1,450
853
$203K 0.01%
10,787
-11,263
854
$203K 0.01%
+3,884
855
$203K 0.01%
+5,050
856
$203K 0.01%
+7,706
857
$202K 0.01%
3,096
858
$201K 0.01%
+1,494
859
$201K 0.01%
+6,620
860
$201K 0.01%
10,079
-4,497
861
$200K 0.01%
2,450
862
$196K 0.01%
+15,142
863
$185K 0.01%
25,400
864
$180K 0.01%
27,894
+13,746
865
$179K 0.01%
4,668
+101
866
$178K 0.01%
15,443
867
$178K 0.01%
10,795
-5,614
868
$177K 0.01%
2,125
-70
869
$176K 0.01%
+10,503
870
$169K 0.01%
20,000
871
$166K 0.01%
+4,013
872
$164K 0.01%
14,240
873
$157K 0.01%
+1,498
874
$153K 0.01%
17,700
+3,497
875
$151K 0.01%
20,000
-566
33 34
35
36 37