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
1226
$255K ﹤0.01%
+2,178
1227
$255K ﹤0.01%
+1,342
1228
$254K ﹤0.01%
88,200
1229
$254K ﹤0.01%
3,615
1230
$254K ﹤0.01%
5,975
+862
1231
$253K ﹤0.01%
2,579
+57
1232
$253K ﹤0.01%
2,946
+435
1233
$253K ﹤0.01%
10,860
1234
$253K ﹤0.01%
19,729
-1,013
1235
$252K ﹤0.01%
14,662
+1,601
1236
$252K ﹤0.01%
7,636
-1,329
1237
$252K ﹤0.01%
6,561
+481
1238
$251K ﹤0.01%
3,347
-644
1239
$251K ﹤0.01%
2,967
-33
1240
$251K ﹤0.01%
17,058
-1,582
1241
$250K ﹤0.01%
1,092
+90
1242
$250K ﹤0.01%
11,699
-968
1243
$249K ﹤0.01%
28,243
1244
$249K ﹤0.01%
4,518
-50
1245
$249K ﹤0.01%
18,723
-2,281
1246
$248K ﹤0.01%
4,094
+163
1247
$248K ﹤0.01%
978
+90
1248
$247K ﹤0.01%
6,520
-81
1249
$247K ﹤0.01%
+9,317
1250
$246K ﹤0.01%
6,670
+274
48 49
50
51 52