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
1701
$29K ﹤0.01%
+1,500
1702
$29K ﹤0.01%
+1,042
1703
$29K ﹤0.01%
+619
1704
$29K ﹤0.01%
+911
1705
$29K ﹤0.01%
+1,622
1706
$29K ﹤0.01%
+813
1707
$28K ﹤0.01%
+1,523
1708
$28K ﹤0.01%
+852
1709
$28K ﹤0.01%
+1,300
1710
$28K ﹤0.01%
+233
1711
$28K ﹤0.01%
+691
1712
$28K ﹤0.01%
+3,080
1713
$28K ﹤0.01%
+330
1714
$28K ﹤0.01%
+1,527
1715
$28K ﹤0.01%
+169
1716
$28K ﹤0.01%
+1,080
1717
$28K ﹤0.01%
+297
1718
$28K ﹤0.01%
+197
1719
$28K ﹤0.01%
+2,345
1720
$28K ﹤0.01%
+1,500
1721
$28K ﹤0.01%
+1,206
1722
$28K ﹤0.01%
+2,867
1723
$28K ﹤0.01%
+1,119
1724
$27K ﹤0.01%
+282
1725
$27K ﹤0.01%
+1,000
67 68
69
70 71