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
1951
$17K ﹤0.01%
+709
1952
$17K ﹤0.01%
+356
1953
$17K ﹤0.01%
+830
1954
$17K ﹤0.01%
+1,056
1955
$17K ﹤0.01%
+400
1956
$17K ﹤0.01%
+716
1957
$17K ﹤0.01%
+654
1958
$17K ﹤0.01%
+225
1959
$17K ﹤0.01%
+740
1960
$17K ﹤0.01%
+344
1961
$17K ﹤0.01%
+440
1962
$17K ﹤0.01%
+343
1963
$17K ﹤0.01%
+370
1964
$16K ﹤0.01%
+490
1965
$16K ﹤0.01%
+100
1966
$16K ﹤0.01%
+285
1967
$16K ﹤0.01%
+665
1968
$16K ﹤0.01%
+1,052
1969
$16K ﹤0.01%
+1,184
1970
$16K ﹤0.01%
+224
1971
$16K ﹤0.01%
+240
1972
$16K ﹤0.01%
+500
1973
$16K ﹤0.01%
+326
1974
$16K ﹤0.01%
+400
1975
$16K ﹤0.01%
+1,500
77 78
79
80 81