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
626
$256K 0.01%
9,050
627
$255K 0.01%
4,685
+3
628
$255K 0.01%
12,294
629
$255K 0.01%
+4,591
630
$255K 0.01%
+4,358
631
$254K 0.01%
16,349
632
$253K 0.01%
12,117
633
$253K 0.01%
17,200
+5,200
634
$253K 0.01%
+2,608
635
$252K 0.01%
+4,608
636
$251K 0.01%
16,892
+1,390
637
$251K 0.01%
3,469
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638
$251K 0.01%
+7,125
639
$251K 0.01%
5,371
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640
$251K 0.01%
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+301
641
$250K 0.01%
+4,845
642
$249K 0.01%
4,460
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$249K 0.01%
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644
$249K 0.01%
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645
$248K 0.01%
+2,591
646
$248K 0.01%
24,873
647
$246K 0.01%
7,348
-125
648
$246K 0.01%
+8,835
649
$246K 0.01%
+19,000
650
$245K 0.01%
+7,382
24 25
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