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
601
$488K 0.02%
7,100
+103
602
$486K 0.02%
3,631
+1,417
603
$485K 0.02%
22,955
+1,588
604
$484K 0.02%
15,061
-59
605
$484K 0.02%
8,309
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606
$484K 0.02%
16,358
-1,003
607
$482K 0.02%
5,380
-284
608
$481K 0.02%
2,076
-574
609
$480K 0.02%
9,051
-135
610
$478K 0.02%
14,697
-1,185
611
$477K 0.02%
14,652
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612
$473K 0.02%
18,427
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613
$471K 0.02%
7,852
-15
614
$471K 0.02%
11,943
+5,275
615
$469K 0.02%
23,712
-73
616
$469K 0.02%
4,197
617
$468K 0.02%
4,450
-25
618
$466K 0.02%
39,526
619
$464K 0.02%
12,774
-335
620
$463K 0.02%
7,300
+200
621
$463K 0.02%
9,351
+1,540
622
$462K 0.02%
5,484
-636
623
$462K 0.02%
9,074
+8
624
$462K 0.02%
3,821
-216
625
$453K 0.02%
13,580
+2,018
23 24
25
26 27