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
$3.37B
AUM Growth
+$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$8.12M
3
+$3.29M
4
ARKK icon
ARK Innovation ETF
ARKK
+$3.07M
5
NEE icon
NextEra Energy
NEE
+$2.84M

Top Sells

1
+$22.2M
2
+$15.5M
3
+$13.2M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$12.1M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$10.1M

Sector Composition

1 Technology 11.01%
2 Consumer Discretionary 6.11%
3 Healthcare 5.05%
4 Financials 4.84%
5 Communication Services 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$571K 0.02%
8,219
+4,491
627
$570K 0.02%
58,873
-3,578
628
$569K 0.02%
6,279
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629
$567K 0.02%
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630
$566K 0.02%
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631
$566K 0.02%
4,443
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632
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633
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8,124
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634
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636
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637
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638
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21,644
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639
$555K 0.02%
2,625
-40
640
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641
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643
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644
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645
$552K 0.02%
21,462
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646
$551K 0.02%
2,400
-19
647
$549K 0.02%
4,347
-1,638
648
$549K 0.02%
20,825
-69
649
$544K 0.02%
3,584
-182
650
$543K 0.02%
3,527
-894
24 25
26
27 28