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
176
$3.25M 0.13%
38,157
-2,010
177
$3.23M 0.13%
59,926
-2,734
178
$3.18M 0.12%
188,203
-9,257
179
$3.18M 0.12%
112,939
+15,927
180
$3.17M 0.12%
41,512
+768
181
$3.16M 0.12%
178,028
+3,723
182
$3.05M 0.12%
18,773
+551
183
$3.05M 0.12%
62,325
+9,498
184
$3.04M 0.12%
119,750
-27,070
185
$3.02M 0.12%
17,805
+501
186
$3M 0.12%
23,906
+2,599
187
$2.99M 0.12%
24,986
+971
188
$2.97M 0.12%
27,512
+1,305
189
$2.95M 0.12%
110,278
+5,580
190
$2.92M 0.11%
25,648
+4,076
191
$2.92M 0.11%
14,988
+993
192
$2.91M 0.11%
13,570
+624
193
$2.87M 0.11%
33,671
-216
194
$2.87M 0.11%
42,394
+2,422
195
$2.86M 0.11%
15,900
+480
196
$2.86M 0.11%
59,040
+3,460
197
$2.83M 0.11%
44,924
+4,046
198
$2.82M 0.11%
75,714
+939
199
$2.74M 0.11%
42,976
+4,137
200
$2.73M 0.11%
48,781
-3,269
6 7
8
9 10