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
976
$457K 0.01%
5,539
+164
977
$457K 0.01%
4,892
+1
978
$454K 0.01%
3,893
+146
979
$453K 0.01%
3,786
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980
$452K 0.01%
9,087
-156
981
$451K 0.01%
23,202
-752
982
$448K 0.01%
12,813
+25
983
$446K 0.01%
4,201
+35
984
$446K 0.01%
+8,967
985
$445K 0.01%
6,695
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986
$445K 0.01%
19,770
-522
987
$444K 0.01%
+4,477
988
$443K 0.01%
1,635
-1,770
989
$443K 0.01%
29,359
+14,728
990
$442K 0.01%
621
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991
$441K 0.01%
12,982
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992
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5,569
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993
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9,223
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994
$435K 0.01%
6,445
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995
$434K 0.01%
3,265
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996
$431K 0.01%
15,207
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997
$431K 0.01%
8,219
-2,482
998
$429K 0.01%
+15,577
999
$424K 0.01%
17,067
-1,066
1000
$424K 0.01%
10,559
-250
38 39
40
41 42