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
1276
$234K ﹤0.01%
3,156
-995
1277
$234K ﹤0.01%
+3,626
1278
$232K ﹤0.01%
500
+21
1279
$232K ﹤0.01%
+3,245
1280
$231K ﹤0.01%
5,005
-9,152
1281
$231K ﹤0.01%
296,189
-2,525,290
1282
$231K ﹤0.01%
14,419
+76
1283
$230K ﹤0.01%
3,686
+40
1284
$230K ﹤0.01%
+2,835
1285
$228K ﹤0.01%
5,283
-1,234
1286
$227K ﹤0.01%
10,657
-602
1287
$226K ﹤0.01%
6,966
-200
1288
$225K ﹤0.01%
+2,907
1289
$225K ﹤0.01%
9,668
+1,097
1290
$225K ﹤0.01%
+6,658
1291
$224K ﹤0.01%
7,431
1292
$224K ﹤0.01%
1,698
+67
1293
$224K ﹤0.01%
+2,493
1294
$224K ﹤0.01%
16,806
-4,026
1295
$224K ﹤0.01%
4,034
-66
1296
$223K ﹤0.01%
+3,969
1297
$222K ﹤0.01%
62,330
-10,614
1298
$222K ﹤0.01%
12,723
-40,502
1299
$222K ﹤0.01%
6,212
-578
1300
$222K ﹤0.01%
8,740
-1,781
50 51
52
53 54