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
526
$1.66M 0.02%
6,021
-392
527
$1.66M 0.02%
105,211
-773
528
$1.66M 0.02%
12,569
-910
529
$1.66M 0.02%
19,851
+1,824
530
$1.65M 0.02%
11,184
+6,015
531
$1.64M 0.02%
12,403
+8,080
532
$1.64M 0.02%
10,125
+293
533
$1.62M 0.02%
163,551
-1,648
534
$1.62M 0.02%
63,975
+10,107
535
$1.61M 0.02%
68,756
+33,124
536
$1.61M 0.02%
27,582
+1,256
537
$1.6M 0.02%
7,164
-513
538
$1.58M 0.02%
17,433
-3,700
539
$1.58M 0.02%
37,851
+1,296
540
$1.57M 0.02%
96,698
-146,505
541
$1.56M 0.02%
165,773
+22
542
$1.55M 0.02%
11,243
+3,658
543
$1.54M 0.02%
36,248
+17,131
544
$1.53M 0.02%
40,195
+2,001
545
$1.52M 0.02%
20,562
-576
546
$1.52M 0.02%
111,188
+2
547
$1.51M 0.02%
19,857
-309
548
$1.51M 0.02%
3,550
+219
549
$1.51M 0.02%
16,661
-4,487
550
$1.5M 0.02%
17,676
-1,601
20 21
22
23 24