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
651
$243K 0.01%
2,044
-30
652
$243K 0.01%
+1,573
653
$242K 0.01%
+5,746
654
$241K 0.01%
10,060
-1,101
655
$241K 0.01%
+8,794
656
$241K 0.01%
+8,293
657
$241K 0.01%
+2,455
658
$241K 0.01%
2,450
-40
659
$240K 0.01%
7,423
660
$239K 0.01%
5,475
661
$239K 0.01%
+7,031
662
$238K 0.01%
18,176
+5,745
663
$238K 0.01%
+10,734
664
$237K 0.01%
+11,432
665
$236K 0.01%
+2,494
666
$236K 0.01%
4,588
-1,830
667
$236K 0.01%
+2,279
668
$235K 0.01%
15,535
+2,000
669
$234K 0.01%
4,385
+86
670
$234K 0.01%
5,046
-2,634
671
$232K 0.01%
+4,584
672
$231K 0.01%
5,464
+810
673
$231K 0.01%
11,404
-88,973
674
$231K 0.01%
+8,500
675
$230K 0.01%
+2,658
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