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
101
$3.95M 0.22%
167,644
+8,678
102
$3.93M 0.22%
59,281
+1,316
103
$3.89M 0.22%
73,028
+18,758
104
$3.88M 0.22%
65,808
+2,366
105
$3.84M 0.22%
40,795
+9,045
106
$3.82M 0.22%
31,743
+3,607
107
$3.79M 0.21%
218,106
+23,828
108
$3.79M 0.21%
65,664
+5,597
109
$3.69M 0.21%
68,692
+4,351
110
$3.67M 0.21%
27,565
+3,286
111
$3.63M 0.21%
54,607
+3,400
112
$3.61M 0.2%
92,110
+6,382
113
$3.59M 0.2%
39,951
+17,403
114
$3.56M 0.2%
43,456
-296
115
$3.56M 0.2%
138,357
+2,279
116
$3.49M 0.2%
41,606
-4,762
117
$3.39M 0.19%
43,695
+4,579
118
$3.38M 0.19%
22,768
+1,822
119
$3.29M 0.19%
107,276
+1,259
120
$3.26M 0.18%
104,164
+12,926
121
$3.23M 0.18%
24,683
+1,217
122
$3.23M 0.18%
21,003
+1,079
123
$3.16M 0.18%
16,196
+1,384
124
$3.15M 0.18%
49,629
+5,547
125
$3.15M 0.18%
28,416
+3,048
3 4
5
6 7