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
1626
$35K ﹤0.01%
+260
1627
$35K ﹤0.01%
+1,100
1628
$34K ﹤0.01%
+636
1629
$34K ﹤0.01%
+2,425
1630
$34K ﹤0.01%
+950
1631
$34K ﹤0.01%
+78
1632
$34K ﹤0.01%
+2,603
1633
$34K ﹤0.01%
+837
1634
$34K ﹤0.01%
+626
1635
$34K ﹤0.01%
+362
1636
$34K ﹤0.01%
+1,567
1637
$34K ﹤0.01%
+1,062
1638
$34K ﹤0.01%
+663
1639
$33K ﹤0.01%
+102
1640
$33K ﹤0.01%
+494
1641
$33K ﹤0.01%
+1,531
1642
$33K ﹤0.01%
+438
1643
$33K ﹤0.01%
+1,411
1644
$33K ﹤0.01%
+3,213
1645
$33K ﹤0.01%
+764
1646
$33K ﹤0.01%
+2,000
1647
$33K ﹤0.01%
+880
1648
$33K ﹤0.01%
+1,075
1649
$33K ﹤0.01%
+2,200
1650
$33K ﹤0.01%
+2,144
64 65
66
67 68