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
876
$219K 0.01%
+8,400
877
$219K 0.01%
3,688
-650
878
$219K 0.01%
8,395
-1,026
879
$218K 0.01%
4,999
+33
880
$216K 0.01%
+7,114
881
$216K 0.01%
+4,605
882
$216K 0.01%
19,790
+5,381
883
$216K 0.01%
18,950
884
$215K 0.01%
+3,707
885
$214K 0.01%
8,547
-1,745
886
$213K 0.01%
25,000
887
$213K 0.01%
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888
$213K 0.01%
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889
$213K 0.01%
14,000
890
$212K 0.01%
+3,084
891
$212K 0.01%
4,120
-2,520
892
$211K 0.01%
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893
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1,407
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895
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896
$209K 0.01%
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897
$208K 0.01%
+4,556
898
$208K 0.01%
47,350
+965
899
$208K 0.01%
26,000
900
$208K 0.01%
+3,344
34 35
36
37 38