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
601
$277K 0.02%
1,893
+191
602
$277K 0.02%
+5,511
603
$276K 0.02%
18,558
+2,670
604
$275K 0.02%
18,673
+7,155
605
$275K 0.02%
5,926
-1,563
606
$273K 0.02%
+30,650
607
$272K 0.02%
+8,682
608
$272K 0.02%
+11,357
609
$272K 0.02%
5,115
+76
610
$271K 0.02%
14,531
+786
611
$270K 0.02%
+3,286
612
$268K 0.02%
+10,800
613
$267K 0.02%
4,826
+128
614
$265K 0.02%
8,154
+717
615
$261K 0.01%
13,202
+3,137
616
$261K 0.01%
8,111
-132
617
$260K 0.01%
+6,050
618
$260K 0.01%
+2,515
619
$258K 0.01%
7,556
-100
620
$258K 0.01%
16,483
+341
621
$258K 0.01%
+25,600
622
$258K 0.01%
2,632
+119
623
$257K 0.01%
+7,797
624
$257K 0.01%
17,000
+5,000
625
$256K 0.01%
+12,350
23 24
25
26 27