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
$1.94B
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,107
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$23.1M
3
+$21.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$20.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.43M

Top Sells

1
+$11.4M
2
+$10.3M
3
+$9.85M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$9.74M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.1M

Sector Composition

1 Technology 6.04%
2 Financials 5.79%
3 Healthcare 5.49%
4 Consumer Discretionary 4.36%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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3004
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3006
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3007
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3013
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3014
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3015
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3016
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3017
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3018
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3019
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3020
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3021
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3022
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3023
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3024
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3025
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