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
501
$377K 0.02%
3,262
-7,266
502
$376K 0.02%
22,006
-1,543
503
$375K 0.02%
+14,265
504
$373K 0.02%
18,099
+4,222
505
$373K 0.02%
16,529
+249
506
$364K 0.02%
3,718
+139
507
$363K 0.02%
12,834
-3,032
508
$363K 0.02%
38,035
+3,621
509
$362K 0.02%
9,823
+1,282
510
$361K 0.02%
1,573
-485
511
$361K 0.02%
13,940
-570
512
$360K 0.02%
6,909
+740
513
$360K 0.02%
3,862
+1,241
514
$360K 0.02%
22,781
+2,942
515
$359K 0.02%
32,912
+6,975
516
$359K 0.02%
7,931
+2,415
517
$358K 0.02%
3,018
+22
518
$357K 0.02%
3,859
+77
519
$357K 0.02%
27,800
+5,910
520
$357K 0.02%
4,405
+1,916
521
$356K 0.02%
+8,704
522
$353K 0.02%
18,601
+995
523
$352K 0.02%
+15,575
524
$352K 0.02%
4,262
+350
525
$350K 0.02%
6,976
+2,328
19 20
21
22 23