SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.52%
2 Consumer Discretionary 6.15%
3 Healthcare 5.24%
4 Financials 4.44%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$229K 0.01%
9,051
-116
877
$228K 0.01%
35,469
-3,509
878
$228K 0.01%
+3,285
879
$228K 0.01%
15,000
880
$227K 0.01%
4,181
-77
881
$227K 0.01%
3,048
+243
882
$226K 0.01%
2,360
-125
883
$226K 0.01%
+2,208
884
$224K 0.01%
20,330
+910
885
$222K 0.01%
+4,184
886
$222K 0.01%
5,252
887
$222K 0.01%
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888
$221K 0.01%
8,714
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889
$221K 0.01%
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890
$221K 0.01%
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891
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892
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894
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895
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896
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897
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898
$216K 0.01%
5,606
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899
$215K 0.01%
15,849
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900
$215K 0.01%
+8,812