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
$7.08B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,567
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$19.9M
3
+$11.1M
4
IBM icon
IBM
IBM
+$10.4M
5
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$10.3M

Top Sells

1
+$29M
2
+$18.4M
3
+$18.1M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$11.5M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.9M

Sector Composition

1 Technology 13.31%
2 Consumer Discretionary 4.95%
3 Financials 4.87%
4 Industrials 3.88%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.21M 0.02%
12,385
-64
627
$1.2M 0.02%
22,505
-1,001
628
$1.2M 0.02%
22,548
+162
629
$1.2M 0.02%
9,443
+31
630
$1.2M 0.02%
2,100
-966
631
$1.2M 0.02%
36,511
-8,505
632
$1.19M 0.02%
8,507
-833
633
$1.18M 0.02%
38,373
+5,515
634
$1.18M 0.02%
31,651
-1,100
635
$1.17M 0.02%
9,828
+1,041
636
$1.17M 0.02%
11,495
-1,924
637
$1.17M 0.02%
9,630
-3,976
638
$1.17M 0.02%
25,280
-1,202
639
$1.17M 0.02%
31,386
-3,017
640
$1.17M 0.02%
46,230
-265
641
$1.17M 0.02%
36,477
+3,893
642
$1.17M 0.02%
22,521
+8,193
643
$1.16M 0.02%
7,155
-657
644
$1.15M 0.02%
4,721
-1,505
645
$1.14M 0.02%
6,930
+270
646
$1.14M 0.02%
8,511
-772
647
$1.14M 0.02%
5,431
+134
648
$1.13M 0.02%
30,439
+4,483
649
$1.13M 0.02%
30,481
+815
650
$1.13M 0.02%
9,520
-245
24 25
26
27 28