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
$4.64B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.4M
3
+$18.3M
4
AAPL icon
Apple
AAPL
+$15.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$11.9M

Top Sells

1
+$16.2M
2
+$14.9M
3
+$13.1M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$10.5M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$9.2M

Sector Composition

1 Technology 11.12%
2 Consumer Discretionary 4.95%
3 Healthcare 4.77%
4 Financials 4.63%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.26M 0.07%
313,476
+5,618
277
$3.24M 0.07%
155,571
-511
278
$3.23M 0.07%
21,370
+7,539
279
$3.19M 0.07%
78,455
+3,660
280
$3.16M 0.07%
118,579
+2,018
281
$3.15M 0.07%
82,610
+7,780
282
$3.13M 0.07%
76,600
+3,647
283
$3.12M 0.07%
12,401
+763
284
$3.08M 0.07%
24,881
+17,615
285
$3.07M 0.07%
16,839
-5,813
286
$3.05M 0.07%
28,747
+1,761
287
$3.04M 0.07%
13,849
+530
288
$3.04M 0.07%
17,795
-31
289
$3.03M 0.07%
24,306
-2,333
290
$3.01M 0.06%
21,772
+2,032
291
$3.01M 0.06%
92,491
+40,057
292
$2.97M 0.06%
177,022
+11,826
293
$2.95M 0.06%
53,822
+7,117
294
$2.95M 0.06%
237,589
-7,788
295
$2.95M 0.06%
24,607
+1,610
296
$2.95M 0.06%
79,045
+35,382
297
$2.92M 0.06%
16,334
+933
298
$2.92M 0.06%
49,668
-1,369
299
$2.91M 0.06%
63,309
+11,715
300
$2.9M 0.06%
4,767
+1,419
10 11
12
13 14