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
$6.57B
AUM Growth
-$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,520
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$15M
3
+$14.5M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$14M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$12.6M

Top Sells

1
+$34.8M
2
+$21.9M
3
+$21.8M
4
JPM icon
JPMorgan Chase
JPM
+$19.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$18.7M

Sector Composition

1 Technology 11.8%
2 Financials 4.64%
3 Consumer Discretionary 4.3%
4 Industrials 3.95%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$484K 0.01%
7,870
+37
902
$483K 0.01%
44,518
-2,446
903
$483K 0.01%
12,086
-325
904
$482K 0.01%
22,456
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905
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4,135
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$472K 0.01%
9,824
-1,098
907
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13,506
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908
$471K 0.01%
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909
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18,523
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910
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17,949
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5,436
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912
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10,392
-1,729
913
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4,127
-2,443
914
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5,808
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915
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120
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6,468
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920
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6,029
-17
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$450K 0.01%
8,982
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923
$450K 0.01%
10,252
-1,028
924
$450K 0.01%
63,596
+49,564
925
$447K 0.01%
17,072
+5
35 36
37
38 39