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
926
$515K 0.01%
9,490
-2,356
927
$510K 0.01%
1,218
928
$510K 0.01%
21,195
+5,741
929
$509K 0.01%
5,895
-307
930
$508K 0.01%
270,000
931
$499K 0.01%
6,516
+64
932
$497K 0.01%
15,904
+418
933
$494K 0.01%
4,679
+2,702
934
$491K 0.01%
9,568
-901
935
$491K 0.01%
46,964
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936
$491K 0.01%
7,150
-902
937
$490K 0.01%
11,280
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938
$489K 0.01%
17,314
-6,588
939
$488K 0.01%
21,134
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940
$488K 0.01%
11,290
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941
$486K 0.01%
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942
$485K 0.01%
6,040
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943
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6,046
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944
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9,254
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945
$482K 0.01%
39,609
-1,934
946
$482K 0.01%
5,340
-2,056
947
$482K 0.01%
10,418
-512
948
$481K 0.01%
17,439
+3,612
949
$480K 0.01%
+19,500
950
$478K 0.01%
10,656
-14,279
36 37
38
39 40