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 5.77%
3 Healthcare 5.57%
4 Industrials 5.33%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$6K ﹤0.01%
+174
2352
$6K ﹤0.01%
+153
2353
$6K ﹤0.01%
+142
2354
$6K ﹤0.01%
+500
2355
$6K ﹤0.01%
+1,000
2356
$6K ﹤0.01%
+295
2357
$6K ﹤0.01%
+75
2358
$6K ﹤0.01%
+187
2359
$6K ﹤0.01%
+35
2360
$6K ﹤0.01%
+149
2361
$6K ﹤0.01%
+302
2362
$6K ﹤0.01%
+100
2363
$6K ﹤0.01%
+288
2364
$6K ﹤0.01%
+460
2365
$6K ﹤0.01%
+103
2366
$6K ﹤0.01%
+46
2367
$6K ﹤0.01%
+1,000
2368
$6K ﹤0.01%
+350
2369
$6K ﹤0.01%
+500
2370
$6K ﹤0.01%
+2,300
2371
$6K ﹤0.01%
+500
2372
$6K ﹤0.01%
+42
2373
$5K ﹤0.01%
+202
2374
$5K ﹤0.01%
+36
2375
$5K ﹤0.01%
+261