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
926
$376K 0.01%
3,818
+695
927
$375K 0.01%
11,658
-1,048
928
$373K 0.01%
26,557
-1,902
929
$373K 0.01%
+1,086
930
$372K 0.01%
+5,903
931
$372K 0.01%
4,368
-713
932
$371K 0.01%
6,492
-652
933
$369K 0.01%
5,013
+443
934
$369K 0.01%
8,032
-68
935
$365K 0.01%
2,957
+272
936
$365K 0.01%
6,961
-1
937
$365K 0.01%
30,732
+200
938
$363K 0.01%
+3,990
939
$360K 0.01%
+3,405
940
$359K 0.01%
9,723
-303
941
$359K 0.01%
11,832
+2,588
942
$358K 0.01%
14,375
-568
943
$356K 0.01%
15,526
-13,058
944
$355K 0.01%
27,175
+2,125
945
$355K 0.01%
8,619
946
$354K 0.01%
6,654
+293
947
$353K 0.01%
7,361
-395
948
$352K 0.01%
1,960
+492
949
$352K 0.01%
3,442
+982
950
$352K 0.01%
88,578
36 37
38
39 40