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
1576
$38K ﹤0.01%
+1,720
1577
$38K ﹤0.01%
+3,267
1578
$38K ﹤0.01%
+560
1579
$38K ﹤0.01%
+1,699
1580
$38K ﹤0.01%
+793
1581
$38K ﹤0.01%
+724
1582
$38K ﹤0.01%
+1,214
1583
$38K ﹤0.01%
+693
1584
$38K ﹤0.01%
+1,185
1585
$38K ﹤0.01%
+247
1586
$38K ﹤0.01%
+421
1587
$38K ﹤0.01%
+2,280
1588
$37K ﹤0.01%
+506
1589
$37K ﹤0.01%
+733
1590
$37K ﹤0.01%
+1,548
1591
$37K ﹤0.01%
+609
1592
$37K ﹤0.01%
+320
1593
$37K ﹤0.01%
+777
1594
$37K ﹤0.01%
+1,979
1595
$37K ﹤0.01%
+1,365
1596
$37K ﹤0.01%
+891
1597
$37K ﹤0.01%
+318
1598
$37K ﹤0.01%
+3,060
1599
$37K ﹤0.01%
+2,028
1600
$37K ﹤0.01%
+465
62 63
64
65 66