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
$7.08B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,567
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$19.9M
3
+$11.1M
4
IBM icon
IBM
IBM
+$10.4M
5
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$10.3M

Top Sells

1
+$29M
2
+$18.4M
3
+$18.1M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$11.5M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.9M

Sector Composition

1 Technology 13.31%
2 Consumer Discretionary 4.95%
3 Financials 4.87%
4 Industrials 3.88%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$993K 0.01%
98,276
+278
702
$991K 0.01%
17,621
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703
$990K 0.01%
7,316
-50
704
$990K 0.01%
8,296
-179
705
$983K 0.01%
11,453
-20
706
$981K 0.01%
14,448
+1,630
707
$979K 0.01%
3,270
+202
708
$978K 0.01%
8,462
+1,769
709
$971K 0.01%
9,479
-20
710
$967K 0.01%
53,771
+10,382
711
$965K 0.01%
10,033
+1,361
712
$956K 0.01%
10,065
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713
$949K 0.01%
55,040
-10,599
714
$949K 0.01%
14,875
-1,241
715
$945K 0.01%
22,179
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716
$942K 0.01%
8,674
-139
717
$940K 0.01%
9,121
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718
$940K 0.01%
113,500
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719
$933K 0.01%
8,378
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720
$930K 0.01%
50,773
+13,433
721
$929K 0.01%
124,667
+22,597
722
$923K 0.01%
5,980
-59
723
$921K 0.01%
21,061
+538
724
$917K 0.01%
10,811
-1,239
725
$912K 0.01%
10,224
+166
27 28
29
30 31