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
2326
$6K ﹤0.01%
+300
2327
$6K ﹤0.01%
+1,500
2328
$6K ﹤0.01%
+71
2329
$6K ﹤0.01%
+258
2330
$6K ﹤0.01%
+145
2331
$6K ﹤0.01%
+65
2332
$6K ﹤0.01%
+213
2333
$6K ﹤0.01%
+100
2334
$6K ﹤0.01%
+160
2335
$6K ﹤0.01%
+192
2336
$6K ﹤0.01%
+63
2337
$6K ﹤0.01%
+115
2338
$6K ﹤0.01%
+1,000
2339
$6K ﹤0.01%
+400
2340
$6K ﹤0.01%
+764
2341
$6K ﹤0.01%
+270
2342
$6K ﹤0.01%
+133
2343
$6K ﹤0.01%
+250
2344
$6K ﹤0.01%
+65
2345
$6K ﹤0.01%
+147
2346
$6K ﹤0.01%
+26
2347
$6K ﹤0.01%
+459
2348
$6K ﹤0.01%
+78
2349
$6K ﹤0.01%
+178
2350
$6K ﹤0.01%
+132