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
851
$234K 0.01%
7,119
+297
852
$233K 0.01%
2,935
-555
853
$233K 0.01%
3,485
-2,345
854
$231K 0.01%
21,161
-4,195
855
$231K 0.01%
1,841
-256
856
$231K 0.01%
+18,323
857
– –
0
858
$230K 0.01%
+1,366
859
$229K 0.01%
1,348
860
$227K 0.01%
4,345
861
$227K 0.01%
+2,586
862
$225K 0.01%
4,116
-48
863
$225K 0.01%
+7,615
864
$224K 0.01%
8,998
-3,002
865
$224K 0.01%
+4,481
866
$224K 0.01%
+4,011
867
$224K 0.01%
15,079
+310
868
$224K 0.01%
1,559
869
$224K 0.01%
+3,620
870
$223K 0.01%
+8,178
871
$223K 0.01%
+3,660
872
$222K 0.01%
2,798
+19
873
$222K 0.01%
5,242
-600
874
$221K 0.01%
2,323
-366
875
$221K 0.01%
+2,712
33 34
35
36 37