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
951
$477K 0.01%
4,614
-738
952
$477K 0.01%
13,640
+1,529
953
$477K 0.01%
22,425
-154
954
$476K 0.01%
25,248
+2,310
955
$475K 0.01%
2,691
-69
956
$474K 0.01%
1,869
-352
957
$474K 0.01%
11,206
+2,163
958
$473K 0.01%
31,713
+16,247
959
$473K 0.01%
9,576
-6,779
960
$473K 0.01%
25,793
-1,190
961
$472K 0.01%
7,833
+579
962
$472K 0.01%
13,724
-1,367
963
$469K 0.01%
2,723
+212
964
$469K 0.01%
80,943
965
$468K 0.01%
2,831
+26
966
$468K 0.01%
21,595
-3,325
967
$467K 0.01%
7,100
-564
968
$467K 0.01%
67,215
+20,550
969
$466K 0.01%
+57,277
970
$465K 0.01%
+16,781
971
$464K 0.01%
7,634
-921
972
$462K 0.01%
8,972
-992
973
$460K 0.01%
20,050
+235
974
$458K 0.01%
3,979
-61
975
$458K 0.01%
8,889
+2,806
37 38
39
40 41