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
$3.95B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,201
New
Increased
Reduced
Closed

Top Buys

1 +$27.6M
2 +$25.6M
3 +$21.6M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$21.3M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$8.44M

Sector Composition

1 Technology 8.92%
2 Healthcare 5.61%
3 Financials 4.91%
4 Consumer Discretionary 4.43%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
0