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
551
$329K 0.02%
+7,428
552
$329K 0.02%
6,541
+2,038
553
$325K 0.02%
8,076
+657
554
$323K 0.02%
6,269
+2,952
555
$320K 0.02%
3,879
+184
556
$320K 0.02%
+5,286
557
$319K 0.02%
5,456
+105
558
$319K 0.02%
4,800
+59
559
$319K 0.02%
5,519
+1,892
560
$318K 0.02%
+8,843
561
$318K 0.02%
32,423
+5,242
562
$317K 0.02%
5,556
-271
563
$317K 0.02%
33,250
+3,250
564
$316K 0.02%
6,328
+1,257
565
$316K 0.02%
18,100
-1,200
566
$315K 0.02%
6,947
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567
$314K 0.02%
15,536
+274
568
$313K 0.02%
12,076
+2,275
569
$312K 0.02%
+8,743
570
$312K 0.02%
1,419
+606
571
$311K 0.02%
5,852
-2,240
572
$310K 0.02%
+8,930
573
$307K 0.02%
18,839
+467
574
$307K 0.02%
6,382
+947
575
$307K 0.02%
5,206
-2,802
21 22
23
24 25