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
826
$250K 0.01%
4,750
827
$250K 0.01%
12,484
+1,032
828
$249K 0.01%
3,162
+175
829
$249K 0.01%
4,644
-141
830
$247K 0.01%
906
-22
831
$247K 0.01%
5,147
-587
832
$246K 0.01%
+836
833
$246K 0.01%
+952
834
$244K 0.01%
12,395
-500
835
$244K 0.01%
5,489
-246
836
$244K 0.01%
6,926
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837
$243K 0.01%
7,201
-378
838
$243K 0.01%
2,444
839
$242K 0.01%
23,117
+2,450
840
$241K 0.01%
+11,305
841
$241K 0.01%
4,563
-141
842
$240K 0.01%
12,893
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843
$240K 0.01%
35,517
+500
844
$239K 0.01%
+7,327
845
$239K 0.01%
13,503
+3
846
$239K 0.01%
2,917
+34
847
$238K 0.01%
27,066
+94
848
$237K 0.01%
5,578
-974
849
$237K 0.01%
+2,190
850
$236K 0.01%
+5,880
32 33
34
35 36