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
976
$325K 0.01%
5,021
+330
977
$325K 0.01%
+17,246
978
$325K 0.01%
+2,670
979
$325K 0.01%
+2,379
980
$325K 0.01%
4,430
+591
981
$324K 0.01%
2,983
+255
982
$324K 0.01%
5,798
+482
983
$323K 0.01%
2,820
+259
984
$323K 0.01%
6,028
985
$322K 0.01%
11,968
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986
$321K 0.01%
7,576
+324
987
$320K 0.01%
+4,120
988
$320K 0.01%
+8,057
989
$320K 0.01%
1,759
+109
990
$319K 0.01%
11,186
+2,337
991
$318K 0.01%
3,471
-1,553
992
$317K 0.01%
6,472
+20
993
$316K 0.01%
4,384
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994
$316K 0.01%
7,404
995
$315K 0.01%
10,278
+1,035
996
$315K 0.01%
9,590
+2,630
997
$315K 0.01%
1,004
+25
998
$315K 0.01%
42,188
-20,425
999
$315K 0.01%
1,332
+354
1000
$315K 0.01%
6,271
+120
38 39
40
41 42