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
251
$1.89M 0.07%
37,095
-121
252
$1.88M 0.07%
19,883
-218
253
$1.86M 0.07%
12,831
+399
254
$1.85M 0.07%
19,912
-1,124
255
$1.84M 0.07%
14,386
+872
256
$1.84M 0.07%
102,251
+2,742
257
$1.83M 0.07%
19,344
+1,600
258
$1.83M 0.07%
9,406
-713
259
$1.81M 0.07%
159,119
+22,549
260
$1.8M 0.07%
30,260
-4,592
261
$1.79M 0.07%
62,603
+446
262
$1.78M 0.07%
13,823
+1,745
263
$1.77M 0.07%
69,480
-241
264
$1.74M 0.07%
44,342
+2,516
265
$1.72M 0.07%
16,133
+1,801
266
$1.72M 0.07%
96,601
+2,070
267
$1.72M 0.07%
12,709
+887
268
$1.72M 0.07%
26,413
+663
269
$1.71M 0.07%
20,028
+1,386
270
$1.71M 0.07%
48,957
+5,424
271
$1.71M 0.07%
8,357
-347
272
$1.71M 0.07%
34,959
+1,731
273
$1.7M 0.07%
5
274
$1.7M 0.07%
+82,650
275
$1.69M 0.07%
36,309
+5,066
9 10
11
12 13