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
2651
$3K ﹤0.01%
+500
2652
$3K ﹤0.01%
+101
2653
$3K ﹤0.01%
+1,120
2654
$3K ﹤0.01%
+200
2655
$3K ﹤0.01%
+76
2656
$3K ﹤0.01%
+10
2657
$3K ﹤0.01%
+36
2658
$3K ﹤0.01%
+99
2659
$3K ﹤0.01%
+55
2660
$2K ﹤0.01%
+136
2661
$2K ﹤0.01%
+147
2662
$2K ﹤0.01%
+130
2663
$2K ﹤0.01%
+10
2664
$2K ﹤0.01%
+250
2665
$2K ﹤0.01%
+57
2666
$2K ﹤0.01%
+39
2667
$2K ﹤0.01%
+97
2668
$2K ﹤0.01%
+150
2669
$2K ﹤0.01%
+17
2670
$2K ﹤0.01%
+124
2671
$2K ﹤0.01%
+100
2672
$2K ﹤0.01%
+33
2673
$2K ﹤0.01%
+228
2674
$2K ﹤0.01%
+66
2675
$2K ﹤0.01%
+125
105 106
107
108 109