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
801
$730K 0.01%
48,207
+5,609
802
$730K 0.01%
13,489
-5,899
803
$727K 0.01%
6,570
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804
$726K 0.01%
9,429
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805
$719K 0.01%
4,105
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806
$718K 0.01%
6,069
-434
807
$716K 0.01%
35,268
+24,883
808
$715K 0.01%
26,285
+3,241
809
$715K 0.01%
90,020
810
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15,341
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811
$710K 0.01%
6,293
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812
$709K 0.01%
6,583
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813
$707K 0.01%
22,158
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$707K 0.01%
5,985
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7,768
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18,505
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817
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7,822
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818
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407
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18,050
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820
$688K 0.01%
12,689
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$680K 0.01%
2,264
-1,489
822
$676K 0.01%
3,593
-578
823
$675K 0.01%
2,804
+167
824
$675K 0.01%
4,614
+916
825
$672K 0.01%
30,634
-343
31 32
33
34 35