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
1126
$272K ﹤0.01%
2,620
-555
1127
$272K ﹤0.01%
12,445
-750
1128
$272K ﹤0.01%
3,048
+50
1129
$271K ﹤0.01%
2,771
+49
1130
$271K ﹤0.01%
5,521
-9,191
1131
$270K ﹤0.01%
4,748
1132
$268K ﹤0.01%
21,040
-2,281
1133
$268K ﹤0.01%
1,191
-47
1134
$267K ﹤0.01%
16,985
-315
1135
$265K ﹤0.01%
9,583
-39
1136
$265K ﹤0.01%
7,872
1137
$265K ﹤0.01%
+17,737
1138
$265K ﹤0.01%
16,877
-283
1139
$265K ﹤0.01%
19,903
-1,330
1140
$264K ﹤0.01%
+3,694
1141
$264K ﹤0.01%
6,311
-52
1142
$264K ﹤0.01%
+23,305
1143
$263K ﹤0.01%
3,962
-323
1144
$262K ﹤0.01%
5,694
+470
1145
$262K ﹤0.01%
6,401
-729
1146
$261K ﹤0.01%
+6,394
1147
$261K ﹤0.01%
831
+10
1148
$260K ﹤0.01%
+1,256
1149
$260K ﹤0.01%
1,788
-346
1150
$259K ﹤0.01%
4,397
-4,304
44 45
46
47 48