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
$4.64B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.4M
3
+$18.3M
4
AAPL icon
Apple
AAPL
+$15.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$11.9M

Top Sells

1
+$16.2M
2
+$14.9M
3
+$13.1M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$10.5M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$9.2M

Sector Composition

1 Technology 11.12%
2 Consumer Discretionary 4.95%
3 Healthcare 4.77%
4 Financials 4.63%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.59M 0.03%
514
-4
427
$1.58M 0.03%
15,685
-3,224
428
$1.58M 0.03%
32,878
+1,611
429
$1.57M 0.03%
63,218
+5,332
430
$1.56M 0.03%
8,025
+367
431
$1.55M 0.03%
14,635
+585
432
$1.54M 0.03%
38,959
+21,236
433
$1.54M 0.03%
5,945
+1,639
434
$1.54M 0.03%
31,460
+7,569
435
$1.54M 0.03%
13,110
+4,686
436
$1.52M 0.03%
10,880
+1,406
437
$1.52M 0.03%
53,456
+7,150
438
$1.52M 0.03%
7,550
+561
439
$1.52M 0.03%
17,125
+365
440
$1.52M 0.03%
38,787
-116
441
$1.51M 0.03%
12,387
+24
442
$1.51M 0.03%
108,714
+42,913
443
$1.5M 0.03%
14,396
+566
444
$1.49M 0.03%
69,546
-78
445
$1.49M 0.03%
70,871
+32,378
446
$1.48M 0.03%
8,437
+294
447
$1.48M 0.03%
11,274
+842
448
$1.47M 0.03%
36,679
+21,839
449
$1.46M 0.03%
18,174
+1,999
450
$1.46M 0.03%
42,130
-229
16 17
18
19 20