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
2751
$2K ﹤0.01%
+489
2752
$2K ﹤0.01%
+13
2753
$2K ﹤0.01%
+47
2754
$2K ﹤0.01%
+120
2755
$2K ﹤0.01%
+71
2756
$2K ﹤0.01%
+310
2757
$2K ﹤0.01%
+100
2758
$2K ﹤0.01%
+26
2759
$2K ﹤0.01%
+77
2760
$2K ﹤0.01%
+20
2761
$2K ﹤0.01%
+34
2762
$2K ﹤0.01%
+46
2763
$2K ﹤0.01%
+17
2764
$2K ﹤0.01%
+42
2765
$2K ﹤0.01%
+32
2766
$2K ﹤0.01%
+53
2767
$2K ﹤0.01%
+105
2768
$2K ﹤0.01%
+100
2769
$2K ﹤0.01%
+121
2770
$2K ﹤0.01%
+100
2771
$2K ﹤0.01%
+230
2772
$2K ﹤0.01%
+7
2773
$2K ﹤0.01%
+175
2774
$2K ﹤0.01%
+244
2775
$2K ﹤0.01%
+75
109 110
111
112 113