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
351
$678K 0.04%
27,304
+11,630
352
$677K 0.04%
13,194
+1,892
353
$676K 0.04%
15,777
+614
354
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46,254
+1,283
355
$673K 0.04%
26,603
+7,474
356
$671K 0.04%
34,850
+10,850
357
$671K 0.04%
6,379
-35
358
$669K 0.04%
44,826
+22,286
359
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+26,958
360
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11,986
+3,634
361
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13,532
+6,783
362
$651K 0.04%
6,103
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363
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22,252
+6,411
364
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25,200
+14,200
365
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17,595
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41,160
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9,271
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368
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107,997
+17,331
369
$622K 0.04%
+10,380
370
$620K 0.04%
21,320
+9,255
371
$616K 0.03%
12,800
+2,213
372
$616K 0.03%
5,178
+2,055
373
$614K 0.03%
5,842
+497
374
$611K 0.03%
12,386
+171
375
$609K 0.03%
57,464
13 14
15
16 17