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SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.8B
1-Year Est. Return 21.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,107
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$24.2M
3
+$23.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$21.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.65M

Top Sells

1
+$11.9M
2
+$10.6M
3
+$10.1M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.82M

Sector Composition

1 Technology 6.04%
2 Financials 5.79%
3 Healthcare 5.49%
4 Consumer Discretionary 4.36%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-2,245
1927
– –
-8,558
1928
– –
-200
1929
– –
-150
1930
– –
-804
1931
– –
-110
1932
– –
-1,500
1933
– –
-2,714
1934
– –
-4,206
1935
– –
-6,190
1936
– –
-5,905
1937
– –
-5,432
1938
– –
-3,730
1939
– –
-1,500
1940
– –
-50
1941
– –
-654
1942
– –
-7,725
1943
– –
-4,872
1944
– –
-863
1945
– –
-14
1946
– –
-800
1947
– –
-157
1948
– –
-330
1949
– –
-159
1950
– –
-700
76 77
78
79 80