SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
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
2326
$6K ﹤0.01%
+133
2327
$6K ﹤0.01%
+147
2328
$6K ﹤0.01%
+26
2329
$6K ﹤0.01%
+459
2330
$6K ﹤0.01%
+178
2331
$6K ﹤0.01%
+132
2332
$6K ﹤0.01%
+174
2333
$6K ﹤0.01%
+302
2334
$6K ﹤0.01%
+100
2335
$6K ﹤0.01%
+288
2336
$6K ﹤0.01%
+460
2337
$6K ﹤0.01%
+103
2338
$6K ﹤0.01%
+46
2339
$6K ﹤0.01%
+1,000
2340
$6K ﹤0.01%
+350
2341
$6K ﹤0.01%
+500
2342
$6K ﹤0.01%
+500
2343
$6K ﹤0.01%
+42
2344
$6K ﹤0.01%
+300
2345
$6K ﹤0.01%
+1,500
2346
$6K ﹤0.01%
+71
2347
$6K ﹤0.01%
+258
2348
$6K ﹤0.01%
+145
2349
$6K ﹤0.01%
+64
2350
$6K ﹤0.01%
+280