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
776
$575K 0.01%
16,890
-1,230
777
$574K 0.01%
25,825
-840
778
$572K 0.01%
32,225
-8
779
$571K 0.01%
2,168
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780
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10,249
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781
$568K 0.01%
38,156
-9,730
782
$567K 0.01%
5,994
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783
$562K 0.01%
45,210
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784
$560K 0.01%
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785
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438
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786
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787
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788
$550K 0.01%
30,072
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789
$546K 0.01%
16,549
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790
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27,000
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14,752
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796
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14,274
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797
$538K 0.01%
12,972
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798
$538K 0.01%
19,891
-1,082
799
$538K 0.01%
+30,406
800
$535K 0.01%
27,643
+11,816
30 31
32
33 34