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%
+32
2802
$1K ﹤0.01%
+75
2803
$1K ﹤0.01%
+24
2804
$1K ﹤0.01%
+152
2805
$1K ﹤0.01%
+100
2806
$1K ﹤0.01%
+14
2807
$1K ﹤0.01%
+176
2808
$1K ﹤0.01%
+24
2809
$1K ﹤0.01%
+33
2810
$1K ﹤0.01%
+25
2811
$1K ﹤0.01%
+63
2812
$1K ﹤0.01%
+11
2813
$1K ﹤0.01%
+27
2814
$1K ﹤0.01%
+29
2815
$1K ﹤0.01%
+32
2816
$1K ﹤0.01%
+34
2817
$1K ﹤0.01%
+25
2818
$1K ﹤0.01%
+50
2819
$1K ﹤0.01%
+200
2820
$1K ﹤0.01%
+100
2821
$1K ﹤0.01%
+36
2822
$1K ﹤0.01%
+80
2823
$1K ﹤0.01%
+15
2824
$1K ﹤0.01%
+100
2825
$1K ﹤0.01%
+41