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
676
$715K 0.02%
14,665
-533
677
$715K 0.02%
+20,802
678
$713K 0.02%
7,472
+355
679
$708K 0.02%
20,723
+4,034
680
$708K 0.02%
34,172
+5,466
681
$707K 0.02%
2,143
+81
682
$707K 0.02%
+12,778
683
$700K 0.02%
8,486
-383
684
$698K 0.02%
16,502
-1,407
685
$698K 0.02%
7,753
+2,769
686
$696K 0.02%
6,582
-8,518
687
$696K 0.02%
25,739
+187
688
$695K 0.02%
16,945
-804
689
$693K 0.01%
4,148
-636
690
$691K 0.01%
113,352
691
$691K 0.01%
17,995
-265
692
$691K 0.01%
18,088
+2,530
693
$690K 0.01%
14,423
+6,749
694
$689K 0.01%
+32,813
695
$687K 0.01%
44,868
+30,790
696
$686K 0.01%
32,479
+324
697
$685K 0.01%
15,638
+3,734
698
$684K 0.01%
10,359
+233
699
$679K 0.01%
16,597
-4,282
700
$678K 0.01%
+26,581
26 27
28
29 30