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
651
$408K 0.02%
7,235
-1,081
652
$408K 0.02%
2,617
+1,005
653
$407K 0.02%
22,024
-1,278
654
$407K 0.02%
18,522
+982
655
$406K 0.02%
3,619
+598
656
$404K 0.02%
9,412
657
$404K 0.02%
6,612
+134
658
$402K 0.02%
10,405
+3,243
659
$401K 0.02%
16,931
-600
660
$399K 0.02%
2,595
-98
661
$395K 0.02%
46,900
+2,500
662
$394K 0.02%
13,242
+991
663
$394K 0.02%
12,147
+4,747
664
$393K 0.02%
16,331
-1,189
665
$390K 0.02%
2,616
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666
$388K 0.02%
4,784
+160
667
$386K 0.02%
21,584
+5,070
668
$384K 0.02%
14,045
-1,435
669
$383K 0.02%
3,607
+288
670
$383K 0.02%
4,059
-382
671
$380K 0.01%
4,244
-44
672
$380K 0.01%
5,312
+549
673
$378K 0.01%
2,119
+807
674
$377K 0.01%
7,246
+91
675
$374K 0.01%
15,866
-189
25 26
27
28 29