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
$2.24B
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,110
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$10.8M
3
+$5.5M
4
BND icon
Vanguard Total Bond Market
BND
+$5.31M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.52M

Top Sells

1
+$38.9M
2
+$22.8M
3
+$22.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.78M

Sector Composition

1 Financials 5.57%
2 Healthcare 5.23%
3 Industrials 4.62%
4 Technology 4.32%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$181K 0.01%
+5,532
877
$181K 0.01%
+6,310
878
$181K 0.01%
+3,577
879
$180K 0.01%
12,245
-2,000
880
$180K 0.01%
+2,050
881
$180K 0.01%
+5,425
882
$179K 0.01%
+6,348
883
$179K 0.01%
+4,838
884
$179K 0.01%
+5,494
885
$178K 0.01%
+5,100
886
$178K 0.01%
+3,441
887
$178K 0.01%
+3,220
888
$177K 0.01%
22,400
+3,400
889
$177K 0.01%
+6,504
890
$177K 0.01%
9,444
-1,270
891
$177K 0.01%
+19,896
892
$176K 0.01%
+2,874
893
$176K 0.01%
+6,169
894
$176K 0.01%
+3,716
895
$175K 0.01%
+5,678
896
$175K 0.01%
18,700
-5,900
897
$174K 0.01%
+3,899
898
$173K 0.01%
+2,717
899
$173K 0.01%
+3,758
900
$173K 0.01%
+2,356
34 35
36
37 38