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
1826
$22K ﹤0.01%
+817
1827
$22K ﹤0.01%
+1,431
1828
$22K ﹤0.01%
+10,516
1829
$22K ﹤0.01%
+368
1830
$22K ﹤0.01%
+1,917
1831
$22K ﹤0.01%
+680
1832
$22K ﹤0.01%
+382
1833
$22K ﹤0.01%
+1,500
1834
$22K ﹤0.01%
+286
1835
$22K ﹤0.01%
+435
1836
$22K ﹤0.01%
844
+125
1837
$22K ﹤0.01%
+275
1838
$22K ﹤0.01%
2,540
1839
$22K ﹤0.01%
432
-38,588
1840
$22K ﹤0.01%
+8,112
1841
$22K ﹤0.01%
+1,151
1842
$22K ﹤0.01%
+566
1843
$22K ﹤0.01%
+3,390
1844
$22K ﹤0.01%
+1,037
1845
$21K ﹤0.01%
+862
1846
$21K ﹤0.01%
+1,500
1847
$21K ﹤0.01%
+284
1848
$21K ﹤0.01%
+1,400
1849
$21K ﹤0.01%
+259
1850
$21K ﹤0.01%
+560
72 73
74
75 76