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 5.77%
3 Healthcare 5.57%
4 Industrials 5.33%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$8K ﹤0.01%
+675
2252
$8K ﹤0.01%
+329
2253
$8K ﹤0.01%
+863
2254
$8K ﹤0.01%
+461
2255
$8K ﹤0.01%
+557
2256
$8K ﹤0.01%
+197
2257
$8K ﹤0.01%
+234
2258
$8K ﹤0.01%
+163
2259
$7K ﹤0.01%
+220
2260
$7K ﹤0.01%
+100
2261
$7K ﹤0.01%
+31
2262
$7K ﹤0.01%
+270
2263
$7K ﹤0.01%
+916
2264
$7K ﹤0.01%
+139
2265
$7K ﹤0.01%
+300
2266
$7K ﹤0.01%
+250
2267
$7K ﹤0.01%
+167
2268
$7K ﹤0.01%
+156
2269
$7K ﹤0.01%
+31
2270
$7K ﹤0.01%
+152
2271
$7K ﹤0.01%
+666
2272
$7K ﹤0.01%
+136
2273
$7K ﹤0.01%
+1,406
2274
$7K ﹤0.01%
+200
2275
$7K ﹤0.01%
+463