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
401
$958K 0.04%
37,595
+1,428
402
$956K 0.04%
18,727
+272
403
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8,474
+596
404
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405
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17,633
+1,460
406
$946K 0.04%
22,785
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407
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71,618
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408
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44,638
-641
409
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42,338
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410
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411
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413
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25,307
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414
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38,004
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415
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48,258
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417
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22,252
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418
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61,580
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419
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2,101
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420
$891K 0.04%
18,392
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421
$890K 0.03%
25,393
-41
422
$882K 0.03%
4,370
423
$880K 0.03%
14,600
-41
424
$880K 0.03%
23,363
+751
425
$879K 0.03%
9,281
-700
15 16
17
18 19