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
2526
$4K ﹤0.01%
+150
2527
$4K ﹤0.01%
+159
2528
$4K ﹤0.01%
+110
2529
$4K ﹤0.01%
+1,047
2530
$4K ﹤0.01%
+55
2531
$4K ﹤0.01%
100
-20,516
2532
$4K ﹤0.01%
+126
2533
$4K ﹤0.01%
+79
2534
$4K ﹤0.01%
+81
2535
$4K ﹤0.01%
+225
2536
$4K ﹤0.01%
+150
2537
$4K ﹤0.01%
+132
2538
$4K ﹤0.01%
+110
2539
$4K ﹤0.01%
+122
2540
$4K ﹤0.01%
+70
2541
$4K ﹤0.01%
+70
2542
$4K ﹤0.01%
+126
2543
$4K ﹤0.01%
+104
2544
$4K ﹤0.01%
+177
2545
$4K ﹤0.01%
+27
2546
$4K ﹤0.01%
+23
2547
$4K ﹤0.01%
+472
2548
$4K ﹤0.01%
+333
2549
$4K ﹤0.01%
+56
2550
$4K ﹤0.01%
+264