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
1251
$49.7K ﹤0.01%
23,333
+9,942
1252
$48.9K ﹤0.01%
12,124
1253
$48.2K ﹤0.01%
18,902
1254
$48.2K ﹤0.01%
16,498
-60
1255
$48K ﹤0.01%
+16,000
1256
$43.4K ﹤0.01%
+600
1257
$42.6K ﹤0.01%
11,000
1258
$40.8K ﹤0.01%
+18,034
1259
$37.8K ﹤0.01%
+18,265
1260
$37.7K ﹤0.01%
2,566
+188
1261
$37.1K ﹤0.01%
+22,925
1262
$34.4K ﹤0.01%
1,824
1263
$32.5K ﹤0.01%
+15,100
1264
$27.7K ﹤0.01%
5,440
1265
$27.4K ﹤0.01%
+21,416
1266
$27.4K ﹤0.01%
2,096
-533
1267
$26.8K ﹤0.01%
13,402
-624
1268
$26.3K ﹤0.01%
18,504
-374
1269
$20.1K ﹤0.01%
+10,000
1270
$16.6K ﹤0.01%
2,122
+132
1271
$16.4K ﹤0.01%
+348
1272
$15.5K ﹤0.01%
+6
1273
$15.4K ﹤0.01%
13,175
1274
$12.5K ﹤0.01%
+15,000
1275
$12.5K ﹤0.01%
637
-1,097
49 50
51
52 53