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
$3.37B
AUM Growth
+$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$8.12M
3
+$3.29M
4
ARKK icon
ARK Innovation ETF
ARKK
+$3.07M
5
NEE icon
NextEra Energy
NEE
+$2.84M

Top Sells

1
+$22.2M
2
+$15.5M
3
+$13.2M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$12.1M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$10.1M

Sector Composition

1 Technology 11.01%
2 Consumer Discretionary 6.11%
3 Healthcare 5.05%
4 Financials 4.84%
5 Communication Services 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$503K 0.01%
13,132
+886
677
$502K 0.01%
6,261
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$502K 0.01%
4,452
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$500K 0.01%
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681
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3,708
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682
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683
$498K 0.01%
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684
$497K 0.01%
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685
$496K 0.01%
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686
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687
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688
$491K 0.01%
1,364
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689
$491K 0.01%
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690
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$487K 0.01%
29,652
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692
$481K 0.01%
15,258
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$481K 0.01%
26,954
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694
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3,835
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695
$478K 0.01%
14,949
-10,176
696
$473K 0.01%
127,638
697
$472K 0.01%
+7,512
698
$471K 0.01%
7,310
699
$470K 0.01%
+14,016
700
$470K 0.01%
12,081
-2,202
26 27
28
29 30