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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
1976
– –
-1
1977
– –
-1,088
1978
– –
-2,409
1979
– –
-120
1980
– –
-1,204
1981
– –
-2,923
1982
– –
-295
1983
– –
-1,336
1984
– –
-200
1985
– –
-891
1986
– –
-153
1987
– –
-1,112
1988
– –
-105
1989
– –
-45
1990
– –
-489
1991
– –
-401
1992
– –
-835
1993
– –
-41
1994
– –
-108
1995
– –
-500
1996
– –
-5,314
1997
– –
-1,420
1998
– –
-600
1999
– –
-960
2000
– –
-1,400
78 79
80
81 82