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
1926
$18K ﹤0.01%
+1,000
1927
$18K ﹤0.01%
+257
1928
$18K ﹤0.01%
+320
1929
$18K ﹤0.01%
+912
1930
$18K ﹤0.01%
+489
1931
$18K ﹤0.01%
+747
1932
$18K ﹤0.01%
+213
1933
$18K ﹤0.01%
+680
1934
$18K ﹤0.01%
+566
1935
$18K ﹤0.01%
+468
1936
$18K ﹤0.01%
+400
1937
$18K ﹤0.01%
+750
1938
$18K ﹤0.01%
+929
1939
$18K ﹤0.01%
+100
1940
$18K ﹤0.01%
+900
1941
$18K ﹤0.01%
+486
1942
$18K ﹤0.01%
+347
1943
$18K ﹤0.01%
+380
1944
$18K ﹤0.01%
+421
1945
$18K ﹤0.01%
+901
1946
$17K ﹤0.01%
+764
1947
$17K ﹤0.01%
+1,600
1948
$17K ﹤0.01%
+312
1949
$17K ﹤0.01%
+709
1950
$17K ﹤0.01%
+356