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
2501
$4K ﹤0.01%
+375
2502
$4K ﹤0.01%
+162
2503
$4K ﹤0.01%
+150
2504
$4K ﹤0.01%
+60
2505
$4K ﹤0.01%
+325
2506
$4K ﹤0.01%
+75
2507
$4K ﹤0.01%
+163
2508
$4K ﹤0.01%
+300
2509
$4K ﹤0.01%
+53
2510
$4K ﹤0.01%
+103
2511
$4K ﹤0.01%
+200
2512
$4K ﹤0.01%
+114
2513
$4K ﹤0.01%
+53
2514
$4K ﹤0.01%
+40
2515
$4K ﹤0.01%
+65
2516
$4K ﹤0.01%
+28
2517
$4K ﹤0.01%
+200
2518
$4K ﹤0.01%
+121
2519
$4K ﹤0.01%
+100
2520
$4K ﹤0.01%
+58
2521
$4K ﹤0.01%
+300
2522
$4K ﹤0.01%
+200
2523
$4K ﹤0.01%
+64
2524
$4K ﹤0.01%
+200
2525
$4K ﹤0.01%
+70
99 100
101
102 103