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
$3.37B
AUM Growth
+$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$8.12M
3
+$3.29M
4
ARKK icon
ARK Innovation ETF
ARKK
+$3.07M
5
NEE icon
NextEra Energy
NEE
+$2.84M

Top Sells

1
+$22.2M
2
+$15.5M
3
+$13.2M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$12.1M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$10.1M

Sector Composition

1 Technology 11.01%
2 Consumer Discretionary 6.11%
3 Healthcare 5.05%
4 Financials 4.84%
5 Communication Services 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$215K 0.01%
2,459
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977
$214K 0.01%
+215
978
$213K 0.01%
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$213K 0.01%
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980
$212K 0.01%
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981
$212K 0.01%
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982
$211K 0.01%
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983
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985
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986
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987
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988
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990
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991
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992
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995
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20,525
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996
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997
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998
$203K 0.01%
4,634
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999
$203K 0.01%
2,722
-1,340
1000
$203K 0.01%
+7,515
38 39
40
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