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
651
$788K 0.02%
23,138
+3,424
652
$783K 0.02%
1,132
-47
653
$778K 0.02%
21,458
+2,536
654
$777K 0.02%
9,678
+341
655
$777K 0.02%
23,575
-2,806
656
$774K 0.02%
19,911
+2,421
657
$771K 0.02%
+148,267
658
$770K 0.02%
26,844
-3,366
659
$766K 0.02%
4,697
+51
660
$764K 0.02%
6,040
-145
661
$757K 0.02%
13,980
+1,880
662
$754K 0.02%
24,170
+4,885
663
$754K 0.02%
3,769
+155
664
$750K 0.02%
3,943
+850
665
$747K 0.02%
3,650
+1,470
666
$736K 0.02%
4,818
+2,809
667
$733K 0.02%
16,263
-3,755
668
$730K 0.02%
10,660
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669
$728K 0.02%
15,752
+5,550
670
$728K 0.02%
+15,180
671
$726K 0.02%
23,877
-877
672
$725K 0.02%
8,400
-1,693
673
$725K 0.02%
15,839
-6,628
674
$724K 0.02%
5,423
+422
675
$720K 0.02%
1,868
+217
25 26
27
28 29