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
551
$579K 0.02%
34,759
-2,629
552
$578K 0.02%
38,800
-22,000
553
$575K 0.02%
8,918
-34
554
$573K 0.02%
3,553
+325
555
$573K 0.02%
22,448
556
$570K 0.02%
2,811
557
$569K 0.02%
18,640
-1,364
558
$567K 0.02%
29,635
+11,433
559
$566K 0.02%
31,300
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560
$564K 0.02%
1,060
-10
561
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7,355
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562
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20,015
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563
$556K 0.02%
24,364
-10,264
564
$553K 0.02%
3,432
-221
565
$542K 0.02%
91,980
+76,498
566
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5,022
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567
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34,010
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568
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25,700
569
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33,351
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570
$538K 0.02%
8,757
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571
$535K 0.02%
13,400
+4,350
572
$533K 0.02%
6,948
-13
573
$532K 0.02%
3,617
-614
574
$531K 0.02%
16,154
+612
575
$529K 0.02%
55,133
+5,760
21 22
23
24 25