SWP
Stratos Wealth Partners Portfolio holdings
AUM
$8.48B
1-Year Est. Return
19.86%
1 Year Est. Return
+19.86%
AUM
$8.48B
AUM Growth
+$1.08B
(+15%)
Holding
1,602
Top Buys
| 1 | +$18M | |
| 2 | +$14M | |
| 3 | +$13.7M | |
| 4 |
Microsoft
MSFT
|
+$13.4M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$13.4M |
Top Sells
| 1 | +$32.9M | |
| 2 | +$21.3M | |
| 3 | +$12.6M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$9.42M |
| 5 |
iShares US Technology ETF
IYW
|
+$9.38M |
Sector Composition
| 1 | Technology | 14.57% |
| 2 | Financials | 4.44% |
| 3 | Industrials | 4.27% |
| 4 | Consumer Discretionary | 4.16% |
| 5 | Communication Services | 3.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1601
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.92B
| – | – |
-9,819
|
|
||
|
PLG
1602
Platinum Group Metals
PLG
$286M
| – | – |
-15,000
|
|