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
1201
$234K ﹤0.01%
6,348
-27
1202
$233K ﹤0.01%
1,943
1203
$233K ﹤0.01%
8,539
-75
1204
$233K ﹤0.01%
+12,255
1205
$233K ﹤0.01%
13,182
+472
1206
$232K ﹤0.01%
28,243
1207
$232K ﹤0.01%
4,663
1208
$231K ﹤0.01%
9,799
-1,962
1209
$231K ﹤0.01%
1,933
-522
1210
$230K ﹤0.01%
3,007
+115
1211
$230K ﹤0.01%
1,454
-62
1212
$229K ﹤0.01%
3,965
-1,044
1213
$229K ﹤0.01%
2,060
+5
1214
$229K ﹤0.01%
+1,827
1215
$228K ﹤0.01%
+8,850
1216
$228K ﹤0.01%
8,361
-822
1217
$228K ﹤0.01%
+7,384
1218
$227K ﹤0.01%
3,338
+51
1219
$227K ﹤0.01%
2,632
+10
1220
$226K ﹤0.01%
914
-358
1221
$226K ﹤0.01%
5,100
-800
1222
$225K ﹤0.01%
2,239
-258
1223
$225K ﹤0.01%
+4,608
1224
$224K ﹤0.01%
3,431
-649
1225
$224K ﹤0.01%
+12,044
47 48
49
50 51