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
$7.08B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,567
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$19.9M
3
+$11.1M
4
IBM icon
IBM
IBM
+$10.4M
5
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$10.3M

Top Sells

1
+$29M
2
+$18.4M
3
+$18.1M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$11.5M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.9M

Sector Composition

1 Technology 13.31%
2 Consumer Discretionary 4.95%
3 Financials 4.87%
4 Industrials 3.88%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$801K 0.01%
17,806
-1,292
777
$798K 0.01%
2,895
+153
778
$784K 0.01%
394
-2
779
$776K 0.01%
40,896
-2,287
780
$776K 0.01%
7,453
-887
781
$774K 0.01%
31,657
-183
782
$769K 0.01%
1,587
-11
783
$767K 0.01%
15,003
+2,873
784
$764K 0.01%
6,639
+401
785
$764K 0.01%
14,109
-80
786
$757K 0.01%
13,831
+1,570
787
$756K 0.01%
1,419
+191
788
$749K 0.01%
12,783
+35
789
$749K 0.01%
17,926
-4,189
790
$748K 0.01%
14,966
+3,392
791
$742K 0.01%
13,792
+5,980
792
$740K 0.01%
13,575
+7,084
793
$739K 0.01%
16,347
+437
794
$739K 0.01%
10,185
+708
795
$736K 0.01%
48,250
+16,106
796
$736K 0.01%
12,515
-3,348
797
$735K 0.01%
15,693
-86
798
$734K 0.01%
2,247
-395
799
$733K 0.01%
15,204
-600
800
$731K 0.01%
15,758
-7,576
30 31
32
33 34