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
726
$203K 0.01%
14,000
727
$203K 0.01%
2,380
-586
728
$202K 0.01%
+2,579
729
$202K 0.01%
+1,623
730
$202K 0.01%
+4,044
731
$201K 0.01%
+9,621
732
$201K 0.01%
+3,064
733
$201K 0.01%
+3,434
734
$200K 0.01%
+1,823
735
$200K 0.01%
5,793
-1,762
736
$198K 0.01%
18,000
+8,000
737
$197K 0.01%
13,081
-14,219
738
$193K 0.01%
+14,429
739
$192K 0.01%
161
+64
740
$185K 0.01%
+10,096
741
$184K 0.01%
+2,025
742
$178K 0.01%
+25,400
743
$167K 0.01%
+2,239
744
$166K 0.01%
+20,000
745
$164K 0.01%
15,060
746
$162K 0.01%
+10,250
747
$161K 0.01%
14,605
-85
748
$159K 0.01%
+10,639
749
$157K 0.01%
4,890
+1,762
750
$153K 0.01%
+12,640
28 29
30
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