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
$2.55B
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$6.19M
3
+$5.79M
4
AAPL icon
Apple
AAPL
+$5.5M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.3M

Top Sells

1
+$28.7M
2
+$8.57M
3
+$7.17M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$5.49M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$5.19M

Sector Composition

1 Technology 7.84%
2 Financials 5.95%
3 Healthcare 5.08%
4 Consumer Discretionary 4.64%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.58M 0.18%
394,072
+3,472
127
$4.51M 0.18%
113,829
+4,149
128
$4.49M 0.18%
70,788
+910
129
$4.49M 0.18%
47,898
+436
130
$4.46M 0.18%
26,924
+240
131
$4.41M 0.17%
30,881
+3,757
132
$4.38M 0.17%
79,145
+3,784
133
$4.37M 0.17%
177,110
134
$4.36M 0.17%
23,029
+1,229
135
$4.35M 0.17%
86,541
+2,413
136
$4.34M 0.17%
57,480
+3,749
137
$4.34M 0.17%
29,406
-1,873
138
$4.31M 0.17%
33,675
-10,676
139
$4.25M 0.17%
48,321
-1,522
140
$4.24M 0.17%
79,722
+656
141
$4.17M 0.16%
83,473
-2,763
142
$4.14M 0.16%
153,036
+2,776
143
$4.11M 0.16%
67,940
-2,928
144
$4.05M 0.16%
201,709
+16,502
145
$4.04M 0.16%
14,189
+416
146
$3.98M 0.16%
18,764
+1,745
147
$3.93M 0.15%
41,842
+2,542
148
$3.89M 0.15%
39,659
+677
149
$3.86M 0.15%
51,055
+1,884
150
$3.85M 0.15%
27,658
-4,283
4 5
6
7 8