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
626
$868K 0.02%
7,170
+757
627
$862K 0.02%
14,374
+716
628
$862K 0.02%
85,174
+9,961
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$857K 0.02%
15,533
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631
$839K 0.02%
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633
$835K 0.02%
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634
$833K 0.02%
74,685
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43,278
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7,465
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637
$829K 0.02%
13,026
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638
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639
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640
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14,139
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643
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645
$801K 0.02%
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646
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647
$797K 0.02%
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648
$790K 0.02%
47,019
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649
$790K 0.02%
25,804
-967
650
$790K 0.02%
12,105
+43
24 25
26
27 28