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
426
$877K 0.03%
15,225
+5
427
$877K 0.03%
60,160
+23,893
428
$877K 0.03%
14,358
-196
429
$875K 0.03%
15,992
-802
430
$868K 0.03%
8,620
+399
431
$867K 0.03%
16,117
-363
432
$863K 0.03%
14,331
+2,754
433
$862K 0.03%
35,424
+14,424
434
$860K 0.03%
24,522
+2,088
435
$858K 0.03%
4,066
-740
436
$858K 0.03%
37,016
+3,759
437
$856K 0.03%
16,908
-891
438
$854K 0.03%
17,030
+632
439
$850K 0.03%
12,349
-344
440
$847K 0.03%
7,682
-508
441
$847K 0.03%
7,429
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442
$844K 0.03%
411
-18
443
$838K 0.03%
+27,109
444
$837K 0.03%
28,930
+4,193
445
$830K 0.03%
4,792
+344
446
$827K 0.03%
28,540
+320
447
$819K 0.03%
4,486
+1,190
448
$818K 0.03%
10,439
+1,803
449
$817K 0.03%
11,362
+319
450
$811K 0.03%
14,621
-1,240
16 17
18
19 20