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
451
$809K 0.03%
18,760
-1,395
452
$809K 0.03%
8,627
+797
453
$809K 0.03%
22,551
+700
454
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27,653
-1,257
455
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6,054
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9,808
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457
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14,023
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458
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44,735
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459
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463
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464
$769K 0.03%
35,100
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54,109
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24,326
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21,024
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470
$754K 0.03%
30,325
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471
$752K 0.03%
7,515
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472
$752K 0.03%
34,478
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473
$748K 0.03%
7,950
+2,226
474
$747K 0.03%
13,921
+270
475
$747K 0.03%
12,457
-711
17 18
19
20 21