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
2301
$7K ﹤0.01%
+366
2302
$7K ﹤0.01%
+217
2303
$7K ﹤0.01%
+1,500
2304
$7K ﹤0.01%
+138
2305
$7K ﹤0.01%
+710
2306
$7K ﹤0.01%
+120
2307
$7K ﹤0.01%
+300
2308
$7K ﹤0.01%
+96
2309
$7K ﹤0.01%
+320
2310
$6K ﹤0.01%
+64
2311
$6K ﹤0.01%
+280
2312
$6K ﹤0.01%
+1,500
2313
$6K ﹤0.01%
+67
2314
$6K ﹤0.01%
+150
2315
$6K ﹤0.01%
+88
2316
$6K ﹤0.01%
+360
2317
$6K ﹤0.01%
+738
2318
$6K ﹤0.01%
+71
2319
$6K ﹤0.01%
+108
2320
$6K ﹤0.01%
+600
2321
$6K ﹤0.01%
+100
2322
$6K ﹤0.01%
+101
2323
$6K ﹤0.01%
+127
2324
$6K ﹤0.01%
+30
2325
$6K ﹤0.01%
+80