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
526
$629K 0.02%
44,940
+132
527
$628K 0.02%
25,449
+3,533
528
$627K 0.02%
33,136
-1,752
529
$626K 0.02%
3,004
+21
530
$625K 0.02%
2,387
-213
531
$624K 0.02%
25,020
+10,745
532
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4,844
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533
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26,174
+11,051
534
$617K 0.02%
59,456
+745
535
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12,883
+4,817
536
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41,515
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537
$606K 0.02%
14,057
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538
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3,346
-584
539
$598K 0.02%
29,862
-291
540
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10,664
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541
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5,740
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542
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10,362
543
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21,173
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544
$588K 0.02%
3,491
-34
545
$585K 0.02%
14,525
-49
546
$584K 0.02%
22,676
547
$582K 0.02%
2,530
+176
548
$582K 0.02%
4,252
-660
549
$580K 0.02%
4,077
+526
550
$580K 0.02%
32,396
+1,084
20 21
22
23 24