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
826
$491K 0.01%
2,452
+111
827
$491K 0.01%
2,505
+493
828
$485K 0.01%
7,238
+1,423
829
$485K 0.01%
5,268
+1,217
830
$484K 0.01%
28,435
-1,420
831
$483K 0.01%
8,930
-350
832
$482K 0.01%
10,520
+4,554
833
$482K 0.01%
8,032
-381
834
$480K 0.01%
15,363
-3,924
835
$480K 0.01%
+4,796
836
$480K 0.01%
18,533
+2,984
837
$479K 0.01%
3,241
+1,216
838
$474K 0.01%
9,612
+3,063
839
$474K 0.01%
20,910
-1,840
840
$472K 0.01%
5,756
+2,084
841
$471K 0.01%
9,026
+3,046
842
$469K 0.01%
86,012
+50,124
843
$466K 0.01%
2,387
+1,160
844
$465K 0.01%
+8,348
845
$463K 0.01%
123,827
+10,108
846
$459K 0.01%
8,638
+513
847
$458K 0.01%
5,067
-95
848
$457K 0.01%
+5,341
849
$457K 0.01%
3,008
+487
850
$455K 0.01%
5,802
-4,930
32 33
34
35 36