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
1276
$74K ﹤0.01%
+2,473
1277
$74K ﹤0.01%
+6,300
1278
$74K ﹤0.01%
+1,714
1279
$73K ﹤0.01%
+3,200
1280
$73K ﹤0.01%
+1,904
1281
$73K ﹤0.01%
+1,214
1282
$73K ﹤0.01%
+2,064
1283
$72K ﹤0.01%
+2,296
1284
$72K ﹤0.01%
+1,806
1285
$72K ﹤0.01%
+2,761
1286
$72K ﹤0.01%
+788
1287
$72K ﹤0.01%
+1,974
1288
$72K ﹤0.01%
+4,734
1289
$71K ﹤0.01%
+2,265
1290
$71K ﹤0.01%
+1,288
1291
$71K ﹤0.01%
+1,620
1292
$71K ﹤0.01%
+1,847
1293
$71K ﹤0.01%
+2,330
1294
$71K ﹤0.01%
+1,400
1295
$71K ﹤0.01%
+1,558
1296
$70K ﹤0.01%
+1,570
1297
$70K ﹤0.01%
+1,310
1298
$70K ﹤0.01%
+1,054
1299
$70K ﹤0.01%
+1,064
1300
$70K ﹤0.01%
+4,026
50 51
52
53 54