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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.26M
3
+$6.71M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.96M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.48M

Top Sells

1
+$22.7M
2
+$15.4M
3
+$6.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.33M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$5.37M

Sector Composition

1 Healthcare 5.51%
2 Financials 5.07%
3 Industrials 4.8%
4 Communication Services 3.82%
5 Technology 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.42M 0.14%
63,223
+4,261
152
$2.39M 0.13%
19,447
+12,438
153
$2.38M 0.13%
62,725
+5,079
154
$2.38M 0.13%
56,545
+7,085
155
$2.38M 0.13%
47,777
+7,843
156
$2.36M 0.13%
14,416
+3,839
157
$2.34M 0.13%
38,738
-710
158
$2.34M 0.13%
8,568
+657
159
$2.29M 0.13%
19,319
-649
160
$2.29M 0.13%
21,150
+1,392
161
$2.25M 0.13%
+44,367
162
$2.18M 0.12%
147,134
+21,380
163
$2.18M 0.12%
50,078
+8,512
164
$2.17M 0.12%
18,315
+2,966
165
$2.14M 0.12%
41,350
+4,123
166
$2.13M 0.12%
17,548
+5,464
167
$2.11M 0.12%
44,890
+2,035
168
$2.1M 0.12%
37,155
+2,372
169
$2.1M 0.12%
65,432
+4,484
170
$2.09M 0.12%
40,541
+4,683
171
$2.08M 0.12%
43,676
+2,868
172
$2.08M 0.12%
15,736
+1,247
173
$2.06M 0.12%
18,527
+1,589
174
$2.03M 0.11%
25,942
+3,462
175
$2.02M 0.11%
32,140
+1,388
5 6
7
8 9