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
2876
$1K ﹤0.01%
+38
2877
$1K ﹤0.01%
+400
2878
$1K ﹤0.01%
+67
2879
$1K ﹤0.01%
+19
2880
$1K ﹤0.01%
+39
2881
$1K ﹤0.01%
+1,360
2882
$1K ﹤0.01%
+57
2883
$1K ﹤0.01%
+13
2884
$1K ﹤0.01%
+72
2885
$1K ﹤0.01%
+23
2886
$1K ﹤0.01%
+11
2887
$1K ﹤0.01%
+42
2888
$1K ﹤0.01%
+15
2889
$1K ﹤0.01%
+25
2890
$1K ﹤0.01%
+17
2891
$1K ﹤0.01%
+19
2892
$1K ﹤0.01%
+39
2893
$1K ﹤0.01%
+11
2894
$1K ﹤0.01%
+20
2895
$1K ﹤0.01%
+32
2896
$1K ﹤0.01%
+29
2897
$1K ﹤0.01%
+6
2898
$1K ﹤0.01%
40
-14,348
2899
$1K ﹤0.01%
+110
2900
$1K ﹤0.01%
+34