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
201
$2.72M 0.11%
23,593
+165
202
$2.71M 0.11%
104,545
+12,345
203
$2.69M 0.11%
45,889
-7,402
204
$2.69M 0.11%
56,206
+39,452
205
$2.68M 0.11%
92,345
+19,023
206
$2.67M 0.1%
81,934
-2,535
207
$2.64M 0.1%
59,868
+11,052
208
$2.63M 0.1%
174,646
-16,718
209
$2.61M 0.1%
12,627
+20
210
$2.57M 0.1%
57,104
+8,719
211
$2.54M 0.1%
47,185
-1,601
212
$2.51M 0.1%
77,710
-7,220
213
$2.5M 0.1%
38,518
-83
214
$2.47M 0.1%
26,117
-493
215
$2.45M 0.1%
16,629
-1,640
216
$2.45M 0.1%
64,316
+1,634
217
$2.45M 0.1%
79,357
-3,804
218
$2.44M 0.1%
30,293
+888
219
$2.42M 0.1%
41,090
-606
220
$2.39M 0.09%
19,233
+135
221
$2.37M 0.09%
62,808
-8,074
222
$2.35M 0.09%
46,590
-1,493
223
$2.32M 0.09%
24,004
-396
224
$2.26M 0.09%
47,228
+284
225
$2.25M 0.09%
6,811
+40
7 8
9
10 11