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
901
$208K 0.01%
20,856
-79,681
902
$207K 0.01%
+7,919
903
$207K 0.01%
14,534
+1,163
904
$207K 0.01%
2,788
-24
905
$206K 0.01%
10,228
-225
906
$205K 0.01%
+2,369
907
$205K 0.01%
+3,936
908
$205K 0.01%
+10,697
909
$205K 0.01%
11,226
+785
910
$204K 0.01%
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911
$203K 0.01%
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912
$202K 0.01%
+7,165
913
$202K 0.01%
7,950
-920
914
$202K 0.01%
5,463
-300
915
$202K 0.01%
+7,588
916
$201K 0.01%
+2,800
917
$182K 0.01%
+10,228
918
$182K 0.01%
20,000
-1,525
919
$181K 0.01%
12,765
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920
$178K 0.01%
27,425
+2,000
921
$175K 0.01%
+10,413
922
$175K 0.01%
11,518
923
$170K 0.01%
23,012
+44
924
$167K 0.01%
10,117
925
$162K 0.01%
+11,662
35 36
37
38 39