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
$7.08B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,567
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$19.9M
3
+$11.1M
4
IBM icon
IBM
IBM
+$10.4M
5
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$10.3M

Top Sells

1
+$29M
2
+$18.4M
3
+$18.1M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$11.5M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.9M

Sector Composition

1 Technology 13.31%
2 Consumer Discretionary 4.95%
3 Financials 4.87%
4 Industrials 3.88%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.37M 0.03%
45,073
+2,523
427
$2.36M 0.03%
27,999
-6,514
428
$2.35M 0.03%
92,792
-6,225
429
$2.34M 0.03%
45,867
-4,332
430
$2.34M 0.03%
8,186
-461
431
$2.34M 0.03%
25,335
-290
432
$2.33M 0.03%
+17,021
433
$2.33M 0.03%
114,496
+1,647
434
$2.3M 0.03%
12,211
+290
435
$2.3M 0.03%
337,076
+2,888
436
$2.29M 0.03%
45,398
+2,795
437
$2.29M 0.03%
18,488
-765
438
$2.29M 0.03%
11,535
+1,595
439
$2.26M 0.03%
14,652
+1,930
440
$2.26M 0.03%
9,298
-624
441
$2.26M 0.03%
16,320
-2,210
442
$2.25M 0.03%
8,532
-202
443
$2.24M 0.03%
24,670
-523
444
$2.24M 0.03%
41,144
-1,712
445
$2.24M 0.03%
8,101
+289
446
$2.24M 0.03%
3,925
-62
447
$2.23M 0.03%
19,553
-816
448
$2.22M 0.03%
7,098
+1,288
449
$2.22M 0.03%
15,891
-3,760
450
$2.18M 0.03%
8,606
+124
16 17
18
19 20