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%
+10
2652
$3K ﹤0.01%
+36
2653
$3K ﹤0.01%
+99
2654
$3K ﹤0.01%
+55
2655
$3K ﹤0.01%
+100
2656
$3K ﹤0.01%
+81
2657
$3K ﹤0.01%
+69
2658
$3K ﹤0.01%
+37,752
2659
$3K ﹤0.01%
+106
2660
$2K ﹤0.01%
+1
2661
$2K ﹤0.01%
+134
2662
$2K ﹤0.01%
+2
2663
$2K ﹤0.01%
+65
2664
$2K ﹤0.01%
+134
2665
$2K ﹤0.01%
+43
2666
$2K ﹤0.01%
+43
2667
$2K ﹤0.01%
+35
2668
$2K ﹤0.01%
+76
2669
$2K ﹤0.01%
+87
2670
$2K ﹤0.01%
+94
2671
$2K ﹤0.01%
+114
2672
$2K ﹤0.01%
+422
2673
$2K ﹤0.01%
+46
2674
$2K ﹤0.01%
+17
2675
$2K ﹤0.01%
+42
105 106
107
108 109