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
2801
$1K ﹤0.01%
+35
2802
$1K ﹤0.01%
+103
2803
$1K ﹤0.01%
+125
2804
$1K ﹤0.01%
+10
2805
$1K ﹤0.01%
+69
2806
$1K ﹤0.01%
+100
2807
$1K ﹤0.01%
+62
2808
$1K ﹤0.01%
500
-19,280
2809
$1K ﹤0.01%
+63
2810
$1K ﹤0.01%
+11
2811
0
2812
$1K ﹤0.01%
+20
2813
$1K ﹤0.01%
+10
2814
$1K ﹤0.01%
+8
2815
$1K ﹤0.01%
+6
2816
$1K ﹤0.01%
+52
2817
$1K ﹤0.01%
+21
2818
$1K ﹤0.01%
+227
2819
$1K ﹤0.01%
+45
2820
$1K ﹤0.01%
+34
2821
$1K ﹤0.01%
+200
2822
$1K ﹤0.01%
+4
2823
$1K ﹤0.01%
+25
2824
$1K ﹤0.01%
+59
2825
$1K ﹤0.01%
+25