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
676
$230K 0.01%
1,537
-82
677
$230K 0.01%
11,182
+2,076
678
$228K 0.01%
9,780
+40
679
$227K 0.01%
1,427
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680
$227K 0.01%
+2,215
681
$227K 0.01%
+6,408
682
$226K 0.01%
+10,269
683
$226K 0.01%
+9,700
684
$226K 0.01%
+5,032
685
$225K 0.01%
11,310
+700
686
$224K 0.01%
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687
$223K 0.01%
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688
$223K 0.01%
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689
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690
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691
$222K 0.01%
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$222K 0.01%
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695
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696
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14,811
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697
$220K 0.01%
+1,334
698
$220K 0.01%
+6,952
699
$217K 0.01%
22,500
-2,000
700
$216K 0.01%
16,061
+4,182
26 27
28
29 30