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
876
$579K 0.01%
5,376
+406
877
$578K 0.01%
+11,273
878
$577K 0.01%
17,864
-1,186
879
$574K 0.01%
1,389
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$572K 0.01%
7,344
+322
881
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8,611
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882
$567K 0.01%
19,713
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883
$566K 0.01%
10,778
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884
$564K 0.01%
6,233
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885
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$561K 0.01%
16,201
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887
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12,121
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$559K 0.01%
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4,221
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890
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895
$549K 0.01%
3,060
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897
$549K 0.01%
27,445
-4,446
898
$548K 0.01%
+15,680
899
$546K 0.01%
24,632
+7,247
900
$545K 0.01%
15,613
-2,228
34 35
36
37 38