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
1651
$33K ﹤0.01%
572
-4,145
1652
$33K ﹤0.01%
+3,712
1653
$32K ﹤0.01%
+6,020
1654
$32K ﹤0.01%
+1,700
1655
$32K ﹤0.01%
+1,359
1656
$32K ﹤0.01%
+2,000
1657
$32K ﹤0.01%
+2,545
1658
$32K ﹤0.01%
+1,000
1659
$32K ﹤0.01%
+1,000
1660
$32K ﹤0.01%
+2,750
1661
$32K ﹤0.01%
+1,150
1662
$32K ﹤0.01%
+510
1663
$32K ﹤0.01%
+773
1664
$31K ﹤0.01%
+1,000
1665
$31K ﹤0.01%
+528
1666
$31K ﹤0.01%
+614
1667
$31K ﹤0.01%
+3,169
1668
$31K ﹤0.01%
+350
1669
$31K ﹤0.01%
+5,577
1670
$31K ﹤0.01%
+434
1671
$31K ﹤0.01%
+37
1672
$31K ﹤0.01%
+1,285
1673
$31K ﹤0.01%
+981
1674
$31K ﹤0.01%
+9,000
1675
$31K ﹤0.01%
+2,463
65 66
67
68 69