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
$2.24B
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,110
New
Increased
Reduced
Closed

Top Buys

1 +$33.7M
2 +$10.8M
3 +$5.5M
4
BND icon
Vanguard Total Bond Market
BND
+$5.31M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.52M

Top Sells

1 +$38.9M
2 +$22.8M
3 +$22.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.78M

Sector Composition

1 Financials 5.57%
2 Healthcare 5.23%
3 Industrials 4.62%
4 Technology 4.32%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$5K ﹤0.01%
+219
2477
$5K ﹤0.01%
+51
2478
$5K ﹤0.01%
+180
2479
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+107
2480
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+50
2481
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+164
2482
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+566
2483
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+2,375
2484
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+230
2485
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+500
2486
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+62
2487
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+210
2488
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+4,886
2489
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+89
2490
$5K ﹤0.01%
+332
2491
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+100
2492
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+200
2493
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+114
2494
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+53
2495
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+40
2496
$4K ﹤0.01%
+65
2497
$4K ﹤0.01%
+28
2498
$4K ﹤0.01%
+200
2499
$4K ﹤0.01%
+121
2500
$4K ﹤0.01%
+71