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
1051
-13,655
1052
-4,716
1053
-7,362
1054
-6,650
1055
-7,974
1056
-9,947
1057
-5,042
1058
-28,800
1059
-352
1060
-2,386
1061
-8,043
1062
-16,498
1063
-8,771
1064
-12,611
1065
-4,300
1066
-20,407
1067
-18,628
1068
-10,395
1069
-5,976
1070
-11,098
1071
-618
1072
-4,296
1073
-3,560