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
851
$617K 0.01%
12,145
+5,497
852
$617K 0.01%
27,180
+14,364
853
$613K 0.01%
26,000
+6,649
854
$613K 0.01%
18,732
+1,645
855
$612K 0.01%
6,311
+5
856
$606K 0.01%
14,462
-161
857
$604K 0.01%
4,750
-114
858
$603K 0.01%
16,257
-294
859
$601K 0.01%
4,180
+45
860
$600K 0.01%
8,035
-1,538
861
$599K 0.01%
32,459
-194
862
$598K 0.01%
15,396
-2,520
863
$597K 0.01%
3,430
-4,023
864
$593K 0.01%
16,356
+1,360
865
$592K 0.01%
12,928
+5,188
866
$590K 0.01%
14,026
-948
867
$589K 0.01%
7,412
-1,599
868
$588K 0.01%
+13,484
869
$587K 0.01%
12,192
+904
870
$584K 0.01%
2,293
-157
871
$583K 0.01%
10,701
+3
872
$582K 0.01%
5,288
+74
873
$581K 0.01%
6,271
-1,146
874
$580K 0.01%
8,882
-183
875
$579K 0.01%
22,520
-200
33 34
35
36 37