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
1751
$26K ﹤0.01%
+898
1752
$26K ﹤0.01%
+570
1753
$26K ﹤0.01%
+1,935
1754
$26K ﹤0.01%
+291
1755
$26K ﹤0.01%
+492
1756
$26K ﹤0.01%
93
-3
1757
$26K ﹤0.01%
+411
1758
$26K ﹤0.01%
+1,375
1759
$26K ﹤0.01%
+1,069
1760
$26K ﹤0.01%
+900
1761
$25K ﹤0.01%
+355
1762
$25K ﹤0.01%
+2,023
1763
$25K ﹤0.01%
+1,119
1764
$25K ﹤0.01%
+1,390
1765
$25K ﹤0.01%
+3,000
1766
$25K ﹤0.01%
+513
1767
$25K ﹤0.01%
+356
1768
$25K ﹤0.01%
+1,145
1769
$25K ﹤0.01%
+299
1770
$25K ﹤0.01%
+1,200
1771
$25K ﹤0.01%
+136
1772
$25K ﹤0.01%
+462
1773
$25K ﹤0.01%
+615
1774
$25K ﹤0.01%
+450
1775
$25K ﹤0.01%
+419
69 70
71
72 73