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
726
$323K 0.01%
6,650
+500
727
$322K 0.01%
4,830
+314
728
$319K 0.01%
15,004
+3,167
729
$317K 0.01%
24,795
+2,070
730
$317K 0.01%
11,378
731
$315K 0.01%
3,092
+1
732
$315K 0.01%
3,291
+1
733
$314K 0.01%
1,593
+363
734
$314K 0.01%
11,693
735
$312K 0.01%
6,532
+240
736
$312K 0.01%
2,040
+50
737
$311K 0.01%
13,086
+3,986
738
$311K 0.01%
+5,188
739
$310K 0.01%
10,060
-435
740
$310K 0.01%
15,340
+400
741
$310K 0.01%
2,923
-1
742
$309K 0.01%
10,100
+1,625
743
$306K 0.01%
4,296
+364
744
$306K 0.01%
10,366
-1,006
745
$306K 0.01%
864
-52
746
$305K 0.01%
7,260
+500
747
$305K 0.01%
1,484
-172
748
$305K 0.01%
7,901
+1,896
749
$304K 0.01%
13,885
-2,106
750
$304K 0.01%
+4,464
28 29
30
31 32