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
851
$455K 0.01%
7,146
+684
852
$455K 0.01%
8,617
+182
853
$454K 0.01%
5,815
+1,416
854
$454K 0.01%
4,192
-162
855
$453K 0.01%
+21,368
856
$453K 0.01%
5,799
+383
857
$453K 0.01%
10,263
+5,370
858
$451K 0.01%
6,194
+43
859
$449K 0.01%
7,119
+334
860
$448K 0.01%
+33,603
861
$446K 0.01%
+17,981
862
$445K 0.01%
4,992
-1,092
863
$445K 0.01%
8,192
-1,167
864
$441K 0.01%
7,123
+1,018
865
$440K 0.01%
11,621
-4,588
866
$439K 0.01%
7,782
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867
$438K 0.01%
11,853
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868
$438K 0.01%
26,160
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869
$436K 0.01%
9,881
+656
870
$436K 0.01%
+5,026
871
$435K 0.01%
15,628
+7,528
872
$434K 0.01%
5,805
-339
873
$434K 0.01%
39,934
+2,562
874
$433K 0.01%
29,641
+462
875
$433K 0.01%
5,182
-313
33 34
35
36 37