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
776
$283K 0.01%
584
-12
777
$280K 0.01%
+23,236
778
$279K 0.01%
1,309
-7
779
$279K 0.01%
10,588
+970
780
$278K 0.01%
14,402
-525
781
$277K 0.01%
4,695
+38
782
$275K 0.01%
+5,156
783
$275K 0.01%
2,628
-499
784
$274K 0.01%
4,501
-197
785
$273K 0.01%
8,936
+653
786
$272K 0.01%
+8,460
787
$271K 0.01%
8,084
+138
788
$271K 0.01%
4,859
+56
789
$270K 0.01%
5,251
-59
790
$270K 0.01%
8,147
-311
791
$270K 0.01%
8,798
-1,157
792
$269K 0.01%
10,370
-2,280
793
$266K 0.01%
2,133
+53
794
$265K 0.01%
5,641
795
$265K 0.01%
5,389
-292
796
$265K 0.01%
8,353
-1,166
797
$265K 0.01%
2,516
798
$264K 0.01%
231
799
$263K 0.01%
19,350
-976
800
$263K 0.01%
1,376
-839
30 31
32
33 34