SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
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
+$6.2M
3
+$5.54M
4
AAPL icon
Apple
AAPL
+$4.82M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.18M

Top Sells

1
+$28.8M
2
+$5.19M
3
+$3.72M
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$2.79M
5
CELG
Celgene Corp
CELG
+$2.28M

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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5,104
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688
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1,687
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$347K 0.01%
2,095
699
$347K 0.01%
18,474
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$344K 0.01%
3,504
+749
26 27
28
29 30