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
926
$469K 0.01%
11,844
+27
927
$466K 0.01%
41,093
-115
928
$464K 0.01%
13,705
-16
929
$463K 0.01%
16,016
-209
930
$463K 0.01%
15,241
+2,762
931
$462K 0.01%
15,096
-728
932
$462K 0.01%
4,932
+299
933
$461K 0.01%
2,734
+855
934
$459K 0.01%
4,199
-1,184
935
$458K 0.01%
31,607
+10,616
936
$457K 0.01%
19,232
+1,508
937
$457K 0.01%
13,358
+82
938
$455K 0.01%
+8,595
939
$451K 0.01%
2,185
+237
940
$451K 0.01%
4,290
+137
941
$448K 0.01%
12,290
-542
942
$447K 0.01%
5,426
943
$446K 0.01%
8,705
+934
944
$446K 0.01%
7,891
+1,225
945
$444K 0.01%
17,774
-2,480
946
$444K 0.01%
16,041
+1,851
947
$443K 0.01%
8,531
-148
948
$442K 0.01%
2,195
+685
949
$442K 0.01%
9,146
+188
950
$441K 0.01%
15,947
+424
36 37
38
39 40