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
701
$216K 0.01%
+11,725
702
$216K 0.01%
+2,229
703
$214K 0.01%
+8,478
704
$213K 0.01%
11,378
+240
705
$213K 0.01%
+7,218
706
$211K 0.01%
4,138
+108
707
$210K 0.01%
+4,924
708
$210K 0.01%
+5,007
709
$209K 0.01%
+6,379
710
$208K 0.01%
+4,875
711
$208K 0.01%
+1,797
712
$208K 0.01%
9,696
-481
713
$208K 0.01%
9,774
-1,433
714
$207K 0.01%
+7,399
715
$207K 0.01%
4,130
716
$207K 0.01%
4,567
-593
717
$207K 0.01%
9,759
-1,432
718
$206K 0.01%
+4,104
719
$206K 0.01%
22,826
720
$205K 0.01%
2,845
721
$205K 0.01%
+3,407
722
$205K 0.01%
+1,214
723
$205K 0.01%
+3,374
724
$204K 0.01%
+2,728
725
$204K 0.01%
+3,811
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