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
2901
$1K ﹤0.01%
+44
2902
$1K ﹤0.01%
+60
2903
$1K ﹤0.01%
+161
2904
$1K ﹤0.01%
+36
2905
$1K ﹤0.01%
+56
2906
$1K ﹤0.01%
+88
2907
$1K ﹤0.01%
+55
2908
$1K ﹤0.01%
+32
2909
$1K ﹤0.01%
+50
2910
$1K ﹤0.01%
+118
2911
$1K ﹤0.01%
+29
2912
$1K ﹤0.01%
+41
2913
$1K ﹤0.01%
+40
2914
$1K ﹤0.01%
+131
2915
$1K ﹤0.01%
+9
2916
$1K ﹤0.01%
+22
2917
$1K ﹤0.01%
+20
2918
$1K ﹤0.01%
+9
2919
$1K ﹤0.01%
+16
2920
$1K ﹤0.01%
+27
2921
$1K ﹤0.01%
+27
2922
$1K ﹤0.01%
+29
2923
$1K ﹤0.01%
+32
2924
$1K ﹤0.01%
+34
2925
$1K ﹤0.01%
+25