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
676
$373K 0.01%
20,688
+20
677
$373K 0.01%
4,913
-295
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$370K 0.01%
5,104
+290
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$369K 0.01%
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680
$369K 0.01%
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681
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3,799
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688
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$358K 0.01%
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$351K 0.01%
9,299
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695
$351K 0.01%
12,828
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696
$351K 0.01%
+8,218
697
$348K 0.01%
1,687
-262
698
$347K 0.01%
18,474
-59
699
$347K 0.01%
2,095
700
$344K 0.01%
3,504
+749
26 27
28
29 30