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
301
$1.48M 0.06%
69,721
-110
302
$1.48M 0.06%
11,278
+28
303
$1.47M 0.06%
57,444
-57,044
304
$1.45M 0.06%
28,631
+4,172
305
$1.44M 0.06%
2,578
+524
306
$1.43M 0.06%
66,443
-472
307
$1.43M 0.06%
32,498
+3,658
308
$1.4M 0.05%
23,170
+1,318
309
$1.39M 0.05%
50,784
+1,333
310
$1.39M 0.05%
34,504
-2,816
311
$1.38M 0.05%
32,120
+2,923
312
$1.38M 0.05%
27,300
+598
313
$1.38M 0.05%
27,034
+2,006
314
$1.37M 0.05%
21,428
+397
315
$1.36M 0.05%
75,652
-1,099
316
$1.33M 0.05%
79,190
+3,486
317
$1.32M 0.05%
22,318
+173
318
$1.32M 0.05%
528,582
+23,410
319
$1.32M 0.05%
26,863
+1,782
320
$1.3M 0.05%
8,200
-61
321
$1.3M 0.05%
121,094
-2,180
322
$1.29M 0.05%
24,197
+4,720
323
$1.28M 0.05%
15,097
-109
324
$1.28M 0.05%
5,842
-634
325
$1.28M 0.05%
30,147
+15,779
11 12
13
14 15