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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.26M
3
+$6.71M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.96M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.48M

Top Sells

1
+$22.7M
2
+$15.4M
3
+$6.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.33M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$5.37M

Sector Composition

1 Healthcare 5.51%
2 Financials 5.07%
3 Industrials 4.8%
4 Communication Services 3.82%
5 Technology 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2M 0.11%
9,718
+4,871
177
$1.99M 0.11%
26,852
+7,924
178
$1.95M 0.11%
22,208
+10,271
179
$1.93M 0.11%
99,240
+13,610
180
$1.92M 0.11%
25,126
+5,806
181
$1.91M 0.11%
51,760
-22,926
182
$1.9M 0.11%
50,583
+14,511
183
$1.89M 0.11%
39,506
+14,323
184
$1.88M 0.11%
21,073
+8,408
185
$1.88M 0.11%
36,134
+8,724
186
$1.87M 0.11%
37,537
-8,606
187
$1.87M 0.11%
34,645
+20,531
188
$1.87M 0.11%
43,579
+2,680
189
$1.87M 0.11%
39,912
+28,332
190
$1.85M 0.1%
26,705
+3,603
191
$1.85M 0.1%
11,454
+1,655
192
$1.82M 0.1%
19,938
+504
193
$1.81M 0.1%
6,777
+2,347
194
$1.8M 0.1%
15,179
+2,636
195
$1.78M 0.1%
21,295
-553
196
$1.77M 0.1%
19,052
+600
197
$1.75M 0.1%
55,336
+6,126
198
$1.74M 0.1%
16,420
+3,335
199
$1.71M 0.1%
16,170
+3,779
200
$1.7M 0.1%
20,725
+1,659
6 7
8
9 10