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
326
$1.28M 0.05%
13,432
-1,097
327
$1.28M 0.05%
57,285
328
$1.27M 0.05%
23,766
+661
329
$1.26M 0.05%
20,099
+4,234
330
$1.26M 0.05%
10,199
-1,863
331
$1.25M 0.05%
14,037
+1,917
332
$1.24M 0.05%
82,826
+17,522
333
$1.23M 0.05%
34,876
-8,022
334
$1.23M 0.05%
27,130
+18,197
335
$1.22M 0.05%
47,177
-887
336
$1.22M 0.05%
8,354
+151
337
$1.21M 0.05%
20,744
-496
338
$1.21M 0.05%
43,879
-3,406
339
$1.21M 0.05%
21,546
-4,544
340
$1.21M 0.05%
10,379
+188
341
$1.21M 0.05%
17,492
+28
342
$1.2M 0.05%
6,797
-548
343
$1.2M 0.05%
21,714
+917
344
$1.2M 0.05%
6,302
+738
345
$1.19M 0.05%
10,889
+736
346
$1.19M 0.05%
31,717
+6,674
347
$1.19M 0.05%
23,302
-2,080
348
$1.18M 0.05%
9,782
-488
349
$1.18M 0.05%
12,042
+235
350
$1.18M 0.05%
44,085
+252
12 13
14
15 16