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
351
$1.17M 0.05%
5,499
-37
352
$1.17M 0.05%
196,196
-2,925
353
$1.16M 0.05%
11,876
-734
354
$1.16M 0.05%
20,662
-4,406
355
$1.16M 0.05%
17,727
-899
356
$1.16M 0.05%
38,012
+10,984
357
$1.15M 0.05%
36,480
-8,810
358
$1.15M 0.05%
8,760
+299
359
$1.15M 0.05%
3,792
-26
360
$1.14M 0.04%
85,302
+374
361
$1.13M 0.04%
45,039
-1,112
362
$1.12M 0.04%
14,818
+96
363
$1.12M 0.04%
87,570
-1,134
364
$1.12M 0.04%
64,854
+28,101
365
$1.12M 0.04%
21,779
+711
366
$1.12M 0.04%
7,026
-24
367
$1.11M 0.04%
112,376
+31,661
368
$1.11M 0.04%
71,414
-2,859
369
$1.11M 0.04%
13,786
+1,410
370
$1.1M 0.04%
24,053
+495
371
$1.09M 0.04%
21,819
+1,133
372
$1.09M 0.04%
18,823
+215
373
$1.08M 0.04%
28,692
+16,403
374
$1.07M 0.04%
25,051
-785
375
$1.07M 0.04%
14,649
+825
13 14
15
16 17