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
901
$544K 0.01%
2,191
-253
902
$543K 0.01%
13,449
+1,045
903
$543K 0.01%
4,404
-152
904
$542K 0.01%
28,578
-2,236
905
$541K 0.01%
16,007
-2,111
906
$540K 0.01%
7,465
+226
907
$537K 0.01%
16,749
+1,198
908
$536K 0.01%
+4,501
909
$536K 0.01%
14,441
-28,829
910
$536K 0.01%
80,773
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911
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7,661
912
$535K 0.01%
8,384
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913
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4,263
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914
$531K 0.01%
4,157
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915
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5,298
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916
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4,584
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13,039
-100
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42,375
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919
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3,178
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920
$525K 0.01%
23,131
-2,246
921
$524K 0.01%
14,236
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922
$523K 0.01%
15,293
-3,262
923
$521K 0.01%
6,179
+4
924
$520K 0.01%
12,411
-832
925
$518K 0.01%
13,918
+4,852
35 36
37
38 39