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
$2.55B
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$6.19M
3
+$5.79M
4
AAPL icon
Apple
AAPL
+$5.5M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.3M

Top Sells

1
+$28.7M
2
+$8.57M
3
+$7.17M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$5.49M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$5.19M

Sector Composition

1 Technology 7.84%
2 Financials 5.95%
3 Healthcare 5.08%
4 Consumer Discretionary 4.64%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.25M 0.09%
44,634
-5,469
227
$2.2M 0.09%
219,256
+7,319
228
$2.18M 0.09%
33,625
-3,975
229
$2.18M 0.09%
7,355
-189
230
$2.17M 0.09%
61,306
+4,235
231
$2.16M 0.08%
26,505
+4,228
232
$2.15M 0.08%
8,112
+81
233
$2.14M 0.08%
38,448
-1,933
234
$2.13M 0.08%
35,493
+7,037
235
$2.11M 0.08%
18,959
+692
236
$2.1M 0.08%
163,564
+38,510
237
$2.09M 0.08%
62,421
+406
238
$2.08M 0.08%
9,886
+187
239
$2.06M 0.08%
84,212
-12,761
240
$2.06M 0.08%
20,240
+3,378
241
$2.03M 0.08%
14,706
-395
242
$2.02M 0.08%
32,157
+5,335
243
$2.01M 0.08%
46,093
-938
244
$2.01M 0.08%
50,857
-6,785
245
$2M 0.08%
+25,663
246
$2M 0.08%
15,553
+3,465
247
$1.97M 0.08%
8,563
-961
248
$1.97M 0.08%
82,221
-7,507
249
$1.92M 0.08%
33,874
+4,546
250
$1.92M 0.08%
81,143
+20,931
8 9
10
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