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
2626
$3K ﹤0.01%
+150
2627
$3K ﹤0.01%
+104
2628
$3K ﹤0.01%
+79
2629
$3K ﹤0.01%
+400
2630
$3K ﹤0.01%
+22
2631
$3K ﹤0.01%
+75
2632
$3K ﹤0.01%
+79
2633
$3K ﹤0.01%
+28
2634
$3K ﹤0.01%
+461
2635
$3K ﹤0.01%
+70
2636
$3K ﹤0.01%
+38
2637
$3K ﹤0.01%
+61
2638
$3K ﹤0.01%
+400
2639
$3K ﹤0.01%
+19
2640
$3K ﹤0.01%
+121
2641
$3K ﹤0.01%
+13
2642
$3K ﹤0.01%
+100
2643
$3K ﹤0.01%
+371
2644
$3K ﹤0.01%
+350
2645
$3K ﹤0.01%
+254
2646
$3K ﹤0.01%
+500
2647
$3K ﹤0.01%
+101
2648
$3K ﹤0.01%
+1,120
2649
$3K ﹤0.01%
+200
2650
$3K ﹤0.01%
+76