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
2676
$2K ﹤0.01%
+32
2677
$2K ﹤0.01%
+53
2678
$2K ﹤0.01%
+105
2679
$2K ﹤0.01%
+120
2680
$2K ﹤0.01%
+10
2681
$2K ﹤0.01%
+250
2682
$2K ﹤0.01%
+57
2683
$2K ﹤0.01%
+39
2684
$2K ﹤0.01%
+97
2685
$2K ﹤0.01%
+150
2686
$2K ﹤0.01%
+17
2687
$2K ﹤0.01%
+124
2688
$2K ﹤0.01%
+100
2689
$2K ﹤0.01%
+33
2690
$2K ﹤0.01%
+228
2691
$2K ﹤0.01%
+66
2692
$2K ﹤0.01%
+125
2693
$2K ﹤0.01%
+400
2694
$2K ﹤0.01%
+24
2695
$2K ﹤0.01%
+20
2696
$2K ﹤0.01%
+75
2697
$2K ﹤0.01%
+114
2698
$2K ﹤0.01%
+34
2699
$2K ﹤0.01%
+43
2700
$2K ﹤0.01%
+94
106 107
108
109 110