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
801
$533K 0.01%
17,395
-833
802
$531K 0.01%
1,215
+1
803
$529K 0.01%
53,685
+7,837
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$525K 0.01%
21,243
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805
$524K 0.01%
3,959
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$522K 0.01%
6,215
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807
$522K 0.01%
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808
$521K 0.01%
11,012
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809
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22,400
-7,800
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5,546
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$515K 0.01%
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813
$508K 0.01%
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814
$506K 0.01%
4,051
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815
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15,001
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$503K 0.01%
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817
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818
$498K 0.01%
6,731
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$498K 0.01%
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$497K 0.01%
8,441
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821
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4,632
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822
$495K 0.01%
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823
$492K 0.01%
40,453
+1,477
824
$492K 0.01%
+24,142
825
$492K 0.01%
7,230
+1,376
31 32
33
34 35