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
576
$527K 0.02%
32,129
+39
577
$524K 0.02%
4,269
+8
578
$524K 0.02%
9,971
+5
579
$524K 0.02%
20,205
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580
$524K 0.02%
52,347
581
$522K 0.02%
10,424
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582
$522K 0.02%
4,524
-411
583
$521K 0.02%
12,538
+1,586
584
$519K 0.02%
+15,166
585
$517K 0.02%
10,225
-1,732
586
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14,765
-14,777
587
$512K 0.02%
15,434
-1,156
588
$511K 0.02%
17,517
+78
589
$510K 0.02%
6,909
590
$510K 0.02%
8,335
-143
591
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1,012
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592
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21,272
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593
$504K 0.02%
8,615
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594
$502K 0.02%
7,282
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595
$496K 0.02%
18,941
+3,000
596
$493K 0.02%
1,527
+197
597
$490K 0.02%
18,772
+10,973
598
$490K 0.02%
126,000
599
$489K 0.02%
5,852
-904
600
$488K 0.02%
3,586
+143
22 23
24
25 26