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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.26M
3
+$6.71M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.96M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.48M

Top Sells

1
+$22.7M
2
+$15.4M
3
+$6.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.33M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$5.37M

Sector Composition

1 Healthcare 5.51%
2 Financials 5.07%
3 Industrials 4.8%
4 Communication Services 3.82%
5 Technology 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.03M 0.06%
75,181
-14,846
277
$1.02M 0.06%
+17,313
278
$1M 0.06%
+17,540
279
$997K 0.06%
+37,079
280
$990K 0.06%
19,028
+11,060
281
$990K 0.06%
20,437
+9,010
282
$984K 0.06%
71,520
+14,943
283
$966K 0.05%
+8,890
284
$960K 0.05%
+23,758
285
$956K 0.05%
+32,847
286
$952K 0.05%
+120,458
287
$952K 0.05%
+15,180
288
$935K 0.05%
+22,359
289
$927K 0.05%
+30,648
290
$926K 0.05%
18,200
+12,023
291
$918K 0.05%
6,812
-6,234
292
$911K 0.05%
6,690
+1,323
293
$910K 0.05%
24,930
+91
294
$908K 0.05%
26,692
+13,272
295
$903K 0.05%
6,940
+1,992
296
$901K 0.05%
+16,048
297
$896K 0.05%
35,850
+20,750
298
$893K 0.05%
46,343
-500
299
$893K 0.05%
11,495
-466
300
$891K 0.05%
16,653
+5,169
10 11
12
13 14