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
1426
$53K ﹤0.01%
+2,000
1427
$53K ﹤0.01%
+2,301
1428
$53K ﹤0.01%
+766
1429
$53K ﹤0.01%
+1,418
1430
$53K ﹤0.01%
+8,067
1431
$53K ﹤0.01%
+2,208
1432
$52K ﹤0.01%
+739
1433
$52K ﹤0.01%
+2,181
1434
$52K ﹤0.01%
+313
1435
$52K ﹤0.01%
+2,289
1436
$52K ﹤0.01%
+1,012
1437
$52K ﹤0.01%
+416
1438
$52K ﹤0.01%
+7,334
1439
$52K ﹤0.01%
+5,432
1440
$52K ﹤0.01%
+1,193
1441
$52K ﹤0.01%
+536
1442
$51K ﹤0.01%
+6,687
1443
$51K ﹤0.01%
+948
1444
$51K ﹤0.01%
+600
1445
$51K ﹤0.01%
+667
1446
$51K ﹤0.01%
+2,680
1447
$51K ﹤0.01%
+971
1448
$51K ﹤0.01%
26,503
1449
$51K ﹤0.01%
+1,207
1450
$51K ﹤0.01%
+262
56 57
58
59 60