SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
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 5.41%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$7K ﹤0.01%
+228
2302
$7K ﹤0.01%
+158
2303
$7K ﹤0.01%
+367
2304
$7K ﹤0.01%
+212
2305
$7K ﹤0.01%
+288
2306
$7K ﹤0.01%
+502
2307
$7K ﹤0.01%
+400
2308
$7K ﹤0.01%
+710
2309
$7K ﹤0.01%
+120
2310
$6K ﹤0.01%
+150
2311
$6K ﹤0.01%
+100
2312
$6K ﹤0.01%
+160
2313
$6K ﹤0.01%
+63
2314
$6K ﹤0.01%
+115
2315
$6K ﹤0.01%
+1,000
2316
$6K ﹤0.01%
+400
2317
$6K ﹤0.01%
+101
2318
$6K ﹤0.01%
+147
2319
$6K ﹤0.01%
+26
2320
$6K ﹤0.01%
+459
2321
$6K ﹤0.01%
+178
2322
$6K ﹤0.01%
+132
2323
$6K ﹤0.01%
+174
2324
$6K ﹤0.01%
+1,000
2325
$6K ﹤0.01%
+350