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
476
$746K 0.03%
8,548
+280
477
$735K 0.03%
9,447
+1,215
478
$731K 0.03%
22,089
-1,813
479
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11,771
+1,130
480
$727K 0.03%
8,973
-1,178
481
$725K 0.03%
6,351
+1,601
482
$721K 0.03%
14,840
-938
483
$717K 0.03%
57,254
+5,382
484
$717K 0.03%
5,198
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485
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486
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27,472
+3,346
487
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6,812
-662
488
$703K 0.03%
19,207
-1,966
489
$701K 0.03%
+17,375
490
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14,995
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491
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10,206
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492
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22,932
-270
493
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29,306
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494
$689K 0.03%
31,035
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495
$687K 0.03%
27,633
+10,562
496
$684K 0.03%
17,210
+4,350
497
$683K 0.03%
4,387
-144
498
$683K 0.03%
35,415
+1,075
499
$680K 0.03%
69,490
+1,200
500
$679K 0.03%
45,975
+4,533
18 19
20
21 22