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
876
$432K 0.01%
7,690
-1,278
877
$432K 0.01%
4,553
-23
878
$430K 0.01%
7,088
+123
879
$430K 0.01%
+1,046
880
$429K 0.01%
+22,993
881
$426K 0.01%
1,146
+148
882
$425K 0.01%
13,664
+823
883
$423K 0.01%
7,406
-3,282
884
$422K 0.01%
6,329
+878
885
$421K 0.01%
6,380
-102
886
$418K 0.01%
5,522
+1,835
887
$418K 0.01%
32,106
+9,157
888
$418K 0.01%
8,370
-102
889
$416K 0.01%
10,681
+192
890
$414K 0.01%
20,910
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891
$414K 0.01%
13,761
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892
$412K 0.01%
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893
$412K 0.01%
20,750
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894
$409K 0.01%
8,710
895
$409K 0.01%
14,083
896
$408K 0.01%
12,632
-8,688
897
$408K 0.01%
16,532
898
$408K 0.01%
4,763
+357
899
$408K 0.01%
6,428
-301
900
$408K 0.01%
12,032
+204
34 35
36
37 38