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
826
$671K 0.01%
+12,707
827
$670K 0.01%
15,483
-100
828
$666K 0.01%
+17,975
829
$665K 0.01%
24,450
-2,695
830
$665K 0.01%
67,765
+82
831
$663K 0.01%
1,734
-100
832
$658K 0.01%
+26,691
833
$657K 0.01%
+10,400
834
$651K 0.01%
8,529
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835
$650K 0.01%
38,397
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836
$649K 0.01%
3,057
+26
837
$649K 0.01%
+32,835
838
$644K 0.01%
13,079
+2,500
839
$642K 0.01%
15,343
+3,567
840
$638K 0.01%
1,830
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841
$637K 0.01%
2,744
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842
$634K 0.01%
2,814
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843
$630K 0.01%
36,034
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844
$629K 0.01%
23,251
+6,518
845
$626K 0.01%
7,344
-329
846
$626K 0.01%
+11,522
847
$626K 0.01%
9,599
+416
848
$625K 0.01%
6,999
+94
849
$625K 0.01%
15,016
-379
850
$625K 0.01%
50,942
+15,281
32 33
34
35 36