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
976
$12K ﹤0.01%
11,112
+286
977
$10K ﹤0.01%
+216
978
$10K ﹤0.01%
28,975
979
$4K ﹤0.01%
43
-6
980
$3K ﹤0.01%
1,000
981
– –
-2,054
982
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-1,530
983
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-34,066
984
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-12,798
985
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986
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-17,113
987
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-33,552
988
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-12,846
989
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-2,951
990
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-3,606
991
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-3,370
992
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-27
993
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-12,196
994
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-68,588
995
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-27,103
996
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-4,017
997
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-10,627
998
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-6,809
999
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-3,726
1000
– –
-4,260
38 39
40
41 42