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
1276
$188K ﹤0.01%
54,080
+23,375
1277
$186K ﹤0.01%
13,981
-2,865
1278
$186K ﹤0.01%
12,065
1279
$186K ﹤0.01%
+13,210
1280
$181K ﹤0.01%
12,797
+433
1281
$180K ﹤0.01%
21,870
+1,600
1282
$175K ﹤0.01%
20,723
+2,685
1283
$174K ﹤0.01%
14,163
-1,280
1284
$174K ﹤0.01%
11,728
+30
1285
$174K ﹤0.01%
10,882
-2,302
1286
$172K ﹤0.01%
15,945
-418
1287
$170K ﹤0.01%
10,294
-507
1288
$170K ﹤0.01%
14,016
-4,246
1289
$169K ﹤0.01%
14,953
-43
1290
$169K ﹤0.01%
10,667
1291
$168K ﹤0.01%
14,402
+93
1292
$164K ﹤0.01%
16,356
+3,085
1293
$161K ﹤0.01%
+12,485
1294
$161K ﹤0.01%
50,000
1295
$158K ﹤0.01%
+12,940
1296
$157K ﹤0.01%
11,212
-35
1297
$157K ﹤0.01%
20,598
+111
1298
$156K ﹤0.01%
14,403
+2,712
1299
$154K ﹤0.01%
18,619
-324
1300
$154K ﹤0.01%
10,976
50 51
52
53 54