SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
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
+$18.4M
2
+$16.4M
3
+$9.33M
4
AAPL icon
Apple
AAPL
+$5.55M
5
NVDA icon
NVIDIA
NVDA
+$4.64M

Top Sells

1
+$10.2M
2
+$9.28M
3
+$9.09M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.83M
5
CARR icon
Carrier Global
CARR
+$2.84M

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
1251
$212K ﹤0.01%
1,836
-476
1252
$212K ﹤0.01%
2,054
-560
1253
$211K ﹤0.01%
876
-5
1254
$211K ﹤0.01%
+5,083
1255
$211K ﹤0.01%
1,983
-384
1256
$211K ﹤0.01%
4,530
+35
1257
$211K ﹤0.01%
3,563
-166
1258
$210K ﹤0.01%
+4,681
1259
$209K ﹤0.01%
13,156
-332
1260
$209K ﹤0.01%
4,407
-763
1261
$207K ﹤0.01%
9,224
1262
$206K ﹤0.01%
15,358
+442
1263
$205K ﹤0.01%
1,233
-425
1264
$205K ﹤0.01%
5,042
-181
1265
$202K ﹤0.01%
3,665
-1,564
1266
$201K ﹤0.01%
+2,576
1267
$201K ﹤0.01%
10,117
+42
1268
$201K ﹤0.01%
+5,651
1269
$201K ﹤0.01%
+4,838
1270
$201K ﹤0.01%
+4,779
1271
$200K ﹤0.01%
3,087
+1
1272
$200K ﹤0.01%
9,043
1273
$198K ﹤0.01%
11,881
-2,078
1274
$198K ﹤0.01%
93,472
-6,540
1275
$197K ﹤0.01%
19,000
+2,525
49 50
51
52 53