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
801
$262K 0.01%
4,030
-41
802
$262K 0.01%
13,684
803
$260K 0.01%
+3,285
804
$260K 0.01%
3,262
-244
805
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-24
806
$260K 0.01%
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807
$259K 0.01%
8,977
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810
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814
$255K 0.01%
6,198
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815
$254K 0.01%
15,000
816
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817
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818
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819
$252K 0.01%
2,675
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820
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4,344
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$252K 0.01%
2,805
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822
$252K 0.01%
+4,973
823
$251K 0.01%
18,512
824
$250K 0.01%
+9,820
825
$250K 0.01%
18,197
+1,015
31 32
33
34 35