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
1451
$51K ﹤0.01%
+512
1452
$51K ﹤0.01%
+819
1453
$51K ﹤0.01%
+4,045
1454
$51K ﹤0.01%
+4,489
1455
$51K ﹤0.01%
+4,694
1456
$50K ﹤0.01%
+2,650
1457
$50K ﹤0.01%
+950
1458
$50K ﹤0.01%
+5,000
1459
$50K ﹤0.01%
+474
1460
$50K ﹤0.01%
+401
1461
$50K ﹤0.01%
+1,123
1462
$50K ﹤0.01%
+291
1463
$50K ﹤0.01%
+765
1464
$49K ﹤0.01%
+1,725
1465
$49K ﹤0.01%
+890
1466
$49K ﹤0.01%
+934
1467
$49K ﹤0.01%
+3,923
1468
$49K ﹤0.01%
+1,350
1469
$49K ﹤0.01%
+1,244
1470
$49K ﹤0.01%
+1,220
1471
$49K ﹤0.01%
+3,100
1472
$48K ﹤0.01%
+1,000
1473
$48K ﹤0.01%
+2,923
1474
$48K ﹤0.01%
+498
1475
$48K ﹤0.01%
+1,675
57 58
59
60 61