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
376
$1.06M 0.04%
+42,450
377
$1.06M 0.04%
7,108
+541
378
$1.05M 0.04%
36,020
+940
379
$1.05M 0.04%
99,300
+3,693
380
$1.05M 0.04%
8,802
+478
381
$1.04M 0.04%
26,272
-819
382
$1.04M 0.04%
18,240
-1,747
383
$1.03M 0.04%
10,089
-750
384
$1.03M 0.04%
14,260
-19,975
385
$1.03M 0.04%
24,476
+1,825
386
$1.03M 0.04%
31,597
+3,085
387
$1.01M 0.04%
7,373
+664
388
$1.01M 0.04%
19,901
+725
389
$1M 0.04%
+20,045
390
$1M 0.04%
+46,737
391
$1M 0.04%
15,357
-274
392
$999K 0.04%
27,981
+1,152
393
$994K 0.04%
60,408
+1,558
394
$982K 0.04%
8,494
+288
395
$976K 0.04%
21,224
+417
396
$976K 0.04%
6,341
-384
397
$974K 0.04%
46,575
+8,300
398
$965K 0.04%
51,200
+840
399
$964K 0.04%
38,260
+14,301
400
$959K 0.04%
26,859
-1,703
14 15
16
17 18