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
601
$931K 0.02%
11,247
+80
602
$931K 0.02%
4,586
+117
603
$926K 0.02%
2,118
+237
604
$926K 0.02%
10,374
-3,594
605
$914K 0.02%
60,312
+13,152
606
$913K 0.02%
36,457
+98
607
$909K 0.02%
+5,267
608
$908K 0.02%
+10,803
609
$907K 0.02%
27,425
+5,701
610
$906K 0.02%
29,498
+4,303
611
$905K 0.02%
54,591
+11,735
612
$903K 0.02%
37,613
-4,701
613
$900K 0.02%
18,099
+1,009
614
$899K 0.02%
28,258
+8,508
615
$896K 0.02%
24,216
+2,580
616
$892K 0.02%
6,993
+3,871
617
$889K 0.02%
11,615
+3,061
618
$889K 0.02%
35,998
+11,578
619
$886K 0.02%
+37,153
620
$882K 0.02%
9,080
+175
621
$880K 0.02%
32,018
-1,130
622
$874K 0.02%
16,069
-6,188
623
$872K 0.02%
25,953
+7,181
624
$872K 0.02%
7,951
-4,480
625
$868K 0.02%
20,781
+1,003
23 24
25
26 27