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
276
$1.69M 0.07%
112,467
-1,380
277
$1.68M 0.07%
58,478
-2,564
278
$1.65M 0.07%
34,547
-999
279
$1.65M 0.06%
38,290
+209
280
$1.62M 0.06%
25,095
+3,833
281
$1.62M 0.06%
31,891
-739
282
$1.61M 0.06%
16,681
+227
283
$1.61M 0.06%
+31,313
284
$1.61M 0.06%
14,158
+57
285
$1.59M 0.06%
19,656
+1,403
286
$1.59M 0.06%
57,120
-4,305
287
$1.59M 0.06%
16,308
-1,335
288
$1.59M 0.06%
85,079
+20,016
289
$1.58M 0.06%
27,234
+1,070
290
$1.57M 0.06%
10,332
+31
291
$1.56M 0.06%
13,654
+723
292
$1.56M 0.06%
14,319
+1,653
293
$1.54M 0.06%
20,183
+124
294
$1.53M 0.06%
7,921
+331
295
$1.53M 0.06%
7,727
+75
296
$1.51M 0.06%
7,359
-89
297
$1.5M 0.06%
77,646
+3,471
298
$1.5M 0.06%
26,971
+11,163
299
$1.49M 0.06%
89,279
+4,744
300
$1.49M 0.06%
24,803
+1,889
10 11
12
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