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
$4.64B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.4M
3
+$18.3M
4
AAPL icon
Apple
AAPL
+$15.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$11.9M

Top Sells

1
+$16.2M
2
+$14.9M
3
+$13.1M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$10.5M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$9.2M

Sector Composition

1 Technology 11.12%
2 Consumer Discretionary 4.95%
3 Healthcare 4.77%
4 Financials 4.63%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.01M 0.02%
33,164
-6,619
577
$996K 0.02%
14,636
+1,355
578
$995K 0.02%
19,804
-9,502
579
$994K 0.02%
16,094
+142
580
$989K 0.02%
2,275
+30
581
$989K 0.02%
9,509
+2,488
582
$987K 0.02%
4,960
+766
583
$982K 0.02%
+48,888
584
$978K 0.02%
7,326
+3,403
585
$974K 0.02%
36,395
+1,200
586
$970K 0.02%
127,935
+81,206
587
$969K 0.02%
31,817
+23,315
588
$964K 0.02%
+49,805
589
$964K 0.02%
18,370
+13,343
590
$963K 0.02%
8,716
+1,486
591
$958K 0.02%
31,150
+2,847
592
$954K 0.02%
54,789
+35,436
593
$954K 0.02%
12,921
-320
594
$953K 0.02%
49,214
+35,221
595
$950K 0.02%
22,285
+301
596
$945K 0.02%
21,926
+3,628
597
$945K 0.02%
8,363
+441
598
$941K 0.02%
40,066
+1,029
599
$940K 0.02%
11,590
+28
600
$938K 0.02%
13,854
+864
22 23
24
25 26