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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.26M
3
+$6.71M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.96M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.48M

Top Sells

1
+$22.7M
2
+$15.4M
3
+$6.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.33M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$5.37M

Sector Composition

1 Healthcare 5.51%
2 Financials 5.07%
3 Industrials 4.8%
4 Communication Services 3.82%
5 Technology 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.2M 0.07%
15,592
+1,566
252
$1.2M 0.07%
24,221
-5,002
253
$1.19M 0.07%
27,676
+3,004
254
$1.19M 0.07%
25,016
+2,538
255
$1.18M 0.07%
+29,071
256
$1.18M 0.07%
14,439
-328
257
$1.16M 0.07%
15,590
+7,634
258
$1.16M 0.07%
10,325
+668
259
$1.15M 0.06%
13,715
+5,513
260
$1.15M 0.06%
10,841
+1,100
261
$1.14M 0.06%
19,099
+1,901
262
$1.14M 0.06%
36,585
+18,535
263
$1.11M 0.06%
12,888
+6,906
264
$1.11M 0.06%
48,222
-49,621
265
$1.11M 0.06%
32,784
+14,360
266
$1.1M 0.06%
15,159
-1,536
267
$1.1M 0.06%
4,807
+219
268
$1.1M 0.06%
10,594
+4,061
269
$1.09M 0.06%
21,892
+134
270
$1.09M 0.06%
613
+184
271
$1.08M 0.06%
22,635
-3,116
272
$1.07M 0.06%
18,409
+6,888
273
$1.07M 0.06%
52,050
+36,250
274
$1.05M 0.06%
8,553
+1,563
275
$1.04M 0.06%
22,220
+2,603
9 10
11
12 13