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
901
$408K 0.01%
21,305
+596
902
$406K 0.01%
18,042
+589
903
$405K 0.01%
5,501
+2,403
904
$404K 0.01%
5,957
-429
905
$400K 0.01%
38,831
+8,517
906
$398K 0.01%
15,676
-1,394
907
$397K 0.01%
26,565
+3,376
908
$397K 0.01%
9,750
+831
909
$396K 0.01%
5,690
+1,783
910
$395K 0.01%
897
+10
911
$392K 0.01%
7,058
-17
912
$391K 0.01%
13,006
+516
913
$390K 0.01%
4,635
+165
914
$389K 0.01%
4,456
-42
915
$389K 0.01%
20,436
+349
916
$389K 0.01%
12,765
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917
$386K 0.01%
3,072
+1,585
918
$385K 0.01%
11,463
919
$383K 0.01%
466
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920
$383K 0.01%
23,210
+2,240
921
$380K 0.01%
6,995
+1,274
922
$379K 0.01%
+35,650
923
$378K 0.01%
8,373
+5,361
924
$378K 0.01%
4,924
+1,394
925
$377K 0.01%
1,386
+205
35 36
37
38 39