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
726
$645K 0.01%
18,484
-3,783
727
$644K 0.01%
5,339
+1,323
728
$644K 0.01%
8,755
-334
729
$644K 0.01%
34,984
+1,406
730
$640K 0.01%
4,928
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731
$638K 0.01%
4,246
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732
$636K 0.01%
5,860
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733
$632K 0.01%
66,106
+28
734
$632K 0.01%
46,042
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735
$630K 0.01%
1,294
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736
$629K 0.01%
15,505
+7,992
737
$626K 0.01%
6,838
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738
$619K 0.01%
35,738
+1,862
739
$619K 0.01%
8,554
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740
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30,690
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741
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22,671
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742
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6,874
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743
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13,763
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744
$612K 0.01%
6,541
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745
$612K 0.01%
241
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746
$611K 0.01%
1,530
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747
$611K 0.01%
119,111
+3,353
748
$611K 0.01%
12,700
+1,550
749
$609K 0.01%
17,484
-5
750
$605K 0.01%
4,191
+2
28 29
30
31 32