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
751
$604K 0.01%
13,066
+764
752
$603K 0.01%
11,791
+1,506
753
$603K 0.01%
14,766
+1,970
754
$602K 0.01%
27,912
+1,467
755
$602K 0.01%
3,920
-239
756
$602K 0.01%
+10,442
757
$601K 0.01%
19,840
-1,319
758
$597K 0.01%
2,303
+670
759
$597K 0.01%
13,481
+43
760
$596K 0.01%
+22,871
761
$595K 0.01%
10,236
+984
762
$594K 0.01%
17,183
+5,974
763
$594K 0.01%
74,339
+32,861
764
$593K 0.01%
+10,413
765
$592K 0.01%
16,753
+5,384
766
$590K 0.01%
4,802
+477
767
$590K 0.01%
5,416
+2,873
768
$589K 0.01%
3,463
+1,149
769
$588K 0.01%
10,805
+7,310
770
$586K 0.01%
11,071
+1,613
771
$584K 0.01%
31,738
-3,041
772
$582K 0.01%
+18,107
773
$580K 0.01%
15,685
+353
774
$577K 0.01%
25,229
+7,666
775
$576K 0.01%
+3,376
29 30
31
32 33