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
$2.55B
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$6.19M
3
+$5.79M
4
AAPL icon
Apple
AAPL
+$5.5M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.3M

Top Sells

1
+$28.7M
2
+$8.57M
3
+$7.17M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$5.49M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$5.19M

Sector Composition

1 Technology 7.84%
2 Financials 5.95%
3 Healthcare 5.08%
4 Consumer Discretionary 4.64%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$103K ﹤0.01%
+10,560
952
$102K ﹤0.01%
10,544
953
$102K ﹤0.01%
+13,025
954
$87K ﹤0.01%
10,151
+27
955
$85K ﹤0.01%
14,200
+2,000
956
$84K ﹤0.01%
13,010
957
$81K ﹤0.01%
18,298
958
$80K ﹤0.01%
12,101
-1,500
959
$78K ﹤0.01%
200,126
960
$76K ﹤0.01%
24,015
-1,188
961
$67K ﹤0.01%
+1,057
962
$66K ﹤0.01%
10,665
963
$64K ﹤0.01%
15,878
+2,550
964
$63K ﹤0.01%
12,489
+600
965
$58K ﹤0.01%
2,500
-500
966
$57K ﹤0.01%
2,252
+167
967
$56K ﹤0.01%
25,000
968
$45K ﹤0.01%
10,000
969
$44K ﹤0.01%
10,444
970
$40K ﹤0.01%
10,000
971
$30K ﹤0.01%
1,040
-200
972
$18K ﹤0.01%
3,540
973
$16K ﹤0.01%
12,305
-1,440
974
$15K ﹤0.01%
90
-19
975
$13K ﹤0.01%
833
37 38
39
40 41