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
951
$352K 0.01%
3,472
-1,356
952
$351K 0.01%
6,116
-3,001
953
$348K 0.01%
+893
954
$345K 0.01%
6,805
-143
955
$345K 0.01%
34,212
956
$344K 0.01%
13,526
+377
957
$343K 0.01%
4,004
-1,394
958
$343K 0.01%
6,389
+845
959
$341K 0.01%
6,108
+436
960
$340K 0.01%
+2,163
961
$339K 0.01%
12,396
-2,386
962
$339K 0.01%
4,401
+796
963
$338K 0.01%
70,200
964
$337K 0.01%
21,289
+4,294
965
$337K 0.01%
16,331
+5,060
966
$335K 0.01%
4,490
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967
$333K 0.01%
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968
$332K 0.01%
20,001
+594
969
$332K 0.01%
4,316
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970
$331K 0.01%
1,449
+260
971
$331K 0.01%
6,800
-5,825
972
$330K 0.01%
+808
973
$328K 0.01%
+6,939
974
$327K 0.01%
7,678
-205
975
$326K 0.01%
13,276
+270
37 38
39
40 41