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
426
$489K 0.03%
3,141
+1,313
427
$488K 0.03%
10,586
-441
428
$486K 0.03%
+13,679
429
$484K 0.03%
27,048
+16,716
430
$483K 0.03%
6,490
+1,813
431
$483K 0.03%
+50,796
432
$482K 0.03%
2,767
+91
433
$481K 0.03%
14,158
+3,901
434
$480K 0.03%
5,938
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435
$477K 0.03%
9,069
+285
436
$476K 0.03%
19,333
-602
437
$475K 0.03%
19,377
+2,350
438
$473K 0.03%
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439
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13,536
+3,091
440
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9,880
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441
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442
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16,960
443
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6,782
-12,051
444
$462K 0.03%
24,900
-1,065
445
$459K 0.03%
45,850
+30,500
446
$457K 0.03%
+11,408
447
$448K 0.03%
3,455
+58
448
$448K 0.03%
11,624
-1,487
449
$448K 0.03%
48,142
-243
450
$447K 0.03%
458
+16
16 17
18
19 20