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
2276
$7K ﹤0.01%
+31
2277
$7K ﹤0.01%
+270
2278
$7K ﹤0.01%
+916
2279
$7K ﹤0.01%
+139
2280
$7K ﹤0.01%
+666
2281
$7K ﹤0.01%
+136
2282
$7K ﹤0.01%
+1,406
2283
$7K ﹤0.01%
+200
2284
$7K ﹤0.01%
+463
2285
$7K ﹤0.01%
+4,000
2286
$7K ﹤0.01%
+49
2287
$7K ﹤0.01%
+158
2288
$7K ﹤0.01%
+142
2289
$7K ﹤0.01%
+367
2290
$7K ﹤0.01%
+212
2291
$7K ﹤0.01%
+4
2292
$7K ﹤0.01%
+344
2293
$7K ﹤0.01%
+288
2294
$7K ﹤0.01%
+450
2295
$7K ﹤0.01%
+350
2296
$7K ﹤0.01%
+160
2297
$7K ﹤0.01%
+502
2298
$7K ﹤0.01%
+400
2299
$7K ﹤0.01%
+164
2300
$7K ﹤0.01%
+165