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
576
$305K 0.02%
+2,303
577
$305K 0.02%
4,907
+898
578
$305K 0.02%
+6,644
579
$302K 0.02%
+4,516
580
$301K 0.02%
4,146
-596
581
$301K 0.02%
9,622
+715
582
$301K 0.02%
3,163
+257
583
$299K 0.02%
+11,430
584
$298K 0.02%
22,502
+3,227
585
$298K 0.02%
+6,544
586
$296K 0.02%
+3,845
587
$296K 0.02%
+4,999
588
$295K 0.02%
1,715
+405
589
$291K 0.02%
5,610
+1,054
590
$291K 0.02%
9,476
+2,003
591
$289K 0.02%
7,625
-212
592
$289K 0.02%
30,272
+20,184
593
$288K 0.02%
+2,105
594
$288K 0.02%
3,620
-18
595
$286K 0.02%
+872
596
$284K 0.02%
1,525
+260
597
$282K 0.02%
+10,725
598
$282K 0.02%
3,874
+37
599
$279K 0.02%
4,868
+122
600
$278K 0.02%
+5,130
22 23
24
25 26