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
2726
$2K ﹤0.01%
+500
2727
$2K ﹤0.01%
+13
2728
$2K ﹤0.01%
+47
2729
$2K ﹤0.01%
+32
2730
$2K ﹤0.01%
+200
2731
$2K ﹤0.01%
+45
2732
$2K ﹤0.01%
+41
2733
$2K ﹤0.01%
+39
2734
$2K ﹤0.01%
+50
2735
$2K ﹤0.01%
+66
2736
$2K ﹤0.01%
+124
2737
$2K ﹤0.01%
+133
2738
$2K ﹤0.01%
+33
2739
$2K ﹤0.01%
+71
2740
$2K ﹤0.01%
+310
2741
$2K ﹤0.01%
+100
2742
$2K ﹤0.01%
+26
2743
$2K ﹤0.01%
+77
2744
$2K ﹤0.01%
+20
2745
$2K ﹤0.01%
+34
2746
$2K ﹤0.01%
+9
2747
$2K ﹤0.01%
+100
2748
$2K ﹤0.01%
+121
2749
$2K ﹤0.01%
+100
2750
$2K ﹤0.01%
+230
108 109
110
111 112