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
751
$302K 0.01%
10,061
+896
752
$301K 0.01%
3,428
+302
753
$301K 0.01%
12,106
+93
754
$301K 0.01%
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755
$301K 0.01%
7,401
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756
$300K 0.01%
6,624
+1,076
757
$300K 0.01%
1,493
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758
$300K 0.01%
4,135
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759
$299K 0.01%
11,053
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760
$298K 0.01%
18,526
-5,392
761
$298K 0.01%
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762
$298K 0.01%
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763
$297K 0.01%
7,012
-3,354
764
$295K 0.01%
4,136
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765
$295K 0.01%
5,638
-2,052
766
$295K 0.01%
4,997
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767
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768
$294K 0.01%
+1,987
769
$293K 0.01%
1,930
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770
$292K 0.01%
12,860
+1,740
771
$291K 0.01%
+20,879
772
$289K 0.01%
12,062
773
$289K 0.01%
2,154
-485
774
$289K 0.01%
5,580
+1,171
775
$284K 0.01%
4,041
+79
29 30
31
32 33