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
1976
$16K ﹤0.01%
+339
1977
$16K ﹤0.01%
+471
1978
$16K ﹤0.01%
+666
1979
$16K ﹤0.01%
+617
1980
$16K ﹤0.01%
+1,324
1981
$16K ﹤0.01%
+100
1982
$16K ﹤0.01%
+300
1983
$16K ﹤0.01%
+66
1984
$16K ﹤0.01%
1,900
1985
$16K ﹤0.01%
+2,600
1986
$16K ﹤0.01%
+9,826
1987
$16K ﹤0.01%
+600
1988
$16K ﹤0.01%
+2,466
1989
$16K ﹤0.01%
+71
1990
$16K ﹤0.01%
+100
1991
$15K ﹤0.01%
+200
1992
$15K ﹤0.01%
+274
1993
$15K ﹤0.01%
+80
1994
$15K ﹤0.01%
+785
1995
$15K ﹤0.01%
+1,105
1996
$15K ﹤0.01%
+330
1997
$15K ﹤0.01%
+350
1998
$15K ﹤0.01%
+333
1999
$15K ﹤0.01%
+990
2000
$15K ﹤0.01%
+286
78 79
80
81 82