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
151
$3.83M 0.15%
41,927
+11,299
152
$3.81M 0.15%
21,219
+86
153
$3.77M 0.15%
90,057
+13,387
154
$3.77M 0.15%
24,909
-2,338
155
$3.76M 0.15%
61,616
-1,496
156
$3.71M 0.15%
9,875
+85
157
$3.69M 0.15%
107,178
-2,638
158
$3.67M 0.14%
45,911
+508
159
$3.65M 0.14%
392,819
-38,948
160
$3.62M 0.14%
32,586
-1,020
161
$3.59M 0.14%
31,003
-1,343
162
$3.58M 0.14%
608,640
-49,120
163
$3.53M 0.14%
30,891
-492
164
$3.53M 0.14%
32,595
-823
165
$3.49M 0.14%
64,797
+939
166
$3.44M 0.14%
50,919
-859
167
$3.38M 0.13%
18,679
+474
168
$3.35M 0.13%
129,077
+78,862
169
$3.35M 0.13%
57,636
+2,848
170
$3.35M 0.13%
25,743
+2,963
171
$3.34M 0.13%
33,008
+39
172
$3.33M 0.13%
56,539
-809
173
$3.32M 0.13%
11,296
-179
174
$3.31M 0.13%
55,563
-1,268
175
$3.26M 0.13%
44,820
+396
5 6
7
8 9