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
1476
$48K ﹤0.01%
+875
1477
$48K ﹤0.01%
+2,500
1478
$48K ﹤0.01%
+155
1479
$48K ﹤0.01%
+1,100
1480
$48K ﹤0.01%
+800
1481
$48K ﹤0.01%
+1,821
1482
$48K ﹤0.01%
+723
1483
$48K ﹤0.01%
+2,584
1484
$48K ﹤0.01%
+693
1485
$47K ﹤0.01%
+1,658
1486
$47K ﹤0.01%
+6,647
1487
$47K ﹤0.01%
+3,500
1488
$47K ﹤0.01%
+1,200
1489
$47K ﹤0.01%
+429
1490
$47K ﹤0.01%
+500
1491
$47K ﹤0.01%
+551
1492
$46K ﹤0.01%
+2,165
1493
$46K ﹤0.01%
+1,120
1494
$46K ﹤0.01%
+612
1495
$46K ﹤0.01%
+1,115
1496
$46K ﹤0.01%
+4,900
1497
$46K ﹤0.01%
+2,486
1498
$46K ﹤0.01%
+2,019
1499
$46K ﹤0.01%
+765
1500
$45K ﹤0.01%
+406
58 59
60
61 62