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
$2.23B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,885
New
Increased
Reduced
Closed

Sector Composition

1 Financials 6.72%
2 Technology 5.76%
3 Healthcare 5.56%
4 Industrials 5.34%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$8K ﹤0.01%
+400
2252
$8K ﹤0.01%
+675
2253
$8K ﹤0.01%
+329
2254
$8K ﹤0.01%
+863
2255
$8K ﹤0.01%
+461
2256
$8K ﹤0.01%
+557
2257
$8K ﹤0.01%
+197
2258
$8K ﹤0.01%
+234
2259
$7K ﹤0.01%
+300
2260
$7K ﹤0.01%
+250
2261
$7K ﹤0.01%
+167
2262
$7K ﹤0.01%
+156
2263
$7K ﹤0.01%
+31
2264
$7K ﹤0.01%
+152
2265
$7K ﹤0.01%
+2
2266
$7K ﹤0.01%
+122
2267
$7K ﹤0.01%
+94
2268
$7K ﹤0.01%
+35
2269
$7K ﹤0.01%
+119
2270
$7K ﹤0.01%
+100
2271
$7K ﹤0.01%
+228
2272
$7K ﹤0.01%
+40
2273
$7K ﹤0.01%
+74
2274
$7K ﹤0.01%
+220
2275
$7K ﹤0.01%
+100