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%
+50
2902
$1K ﹤0.01%
+41
2903
$1K ﹤0.01%
+11
2904
$1K ﹤0.01%
800
-11,000
2905
$1K ﹤0.01%
+59
2906
$1K ﹤0.01%
+1,000
2907
$1K ﹤0.01%
+19
2908
$1K ﹤0.01%
+14
2909
$1K ﹤0.01%
+44
2910
$1K ﹤0.01%
+30
2911
$1K ﹤0.01%
+11
2912
$1K ﹤0.01%
+21
2913
$1K ﹤0.01%
+64
2914
$1K ﹤0.01%
+25
2915
$1K ﹤0.01%
6
-10,657
2916
$1K ﹤0.01%
+20
2917
$1K ﹤0.01%
+6
2918
$1K ﹤0.01%
+23
2919
$1K ﹤0.01%
+62
2920
$1K ﹤0.01%
+14
2921
$1K ﹤0.01%
+18
2922
$1K ﹤0.01%
+200
2923
$1K ﹤0.01%
+60
2924
$1K ﹤0.01%
+6
2925
$1K ﹤0.01%
+57
115 116
117
118 119