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
526
$349K 0.02%
40,918
+6,583
527
$349K 0.02%
3,191
-399
528
$348K 0.02%
4,583
+245
529
$348K 0.02%
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530
$347K 0.02%
6,014
-1,863
531
$344K 0.02%
7,687
+2,495
532
$344K 0.02%
40,000
533
$344K 0.02%
6,257
+734
534
$342K 0.02%
+9,153
535
$341K 0.02%
12,327
+2,380
536
$340K 0.02%
4,059
+478
537
$339K 0.02%
26,293
+3,112
538
$339K 0.02%
+2,169
539
$338K 0.02%
14,698
+164
540
$338K 0.02%
13,305
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541
$338K 0.02%
17,880
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542
$338K 0.02%
8,994
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543
$336K 0.02%
3,688
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544
$335K 0.02%
7,909
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545
$335K 0.02%
1,000
546
$335K 0.02%
+5,087
547
$334K 0.02%
13,754
+4
548
$332K 0.02%
27,023
+11,446
549
$330K 0.02%
8,454
+826
550
$330K 0.02%
24,242
-559
20 21
22
23 24