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
2851
$1K ﹤0.01%
+59
2852
$1K ﹤0.01%
+25
2853
$1K ﹤0.01%
+35
2854
$1K ﹤0.01%
+103
2855
$1K ﹤0.01%
+125
2856
$1K ﹤0.01%
+10
2857
$1K ﹤0.01%
+69
2858
$1K ﹤0.01%
+100
2859
$1K ﹤0.01%
+62
2860
$1K ﹤0.01%
500
-19,280
2861
$1K ﹤0.01%
+26
2862
$1K ﹤0.01%
+100
2863
$1K ﹤0.01%
+40
2864
$1K ﹤0.01%
+4,500
2865
$1K ﹤0.01%
+37
2866
$1K ﹤0.01%
+10
2867
0
2868
$1K ﹤0.01%
+17
2869
$1K ﹤0.01%
+29
2870
$1K ﹤0.01%
+138
2871
$1K ﹤0.01%
+15
2872
$1K ﹤0.01%
+90
2873
$1K ﹤0.01%
+4
2874
$1K ﹤0.01%
+3
2875
$1K ﹤0.01%
+100