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
2026
$14K ﹤0.01%
+973
2027
$14K ﹤0.01%
+1,382
2028
$14K ﹤0.01%
+402
2029
$14K ﹤0.01%
+623
2030
$14K ﹤0.01%
+293
2031
$14K ﹤0.01%
+255
2032
$14K ﹤0.01%
+800
2033
$14K ﹤0.01%
+308
2034
$14K ﹤0.01%
+141
2035
$14K ﹤0.01%
+200
2036
$14K ﹤0.01%
+355
2037
$14K ﹤0.01%
+226
2038
$14K ﹤0.01%
+183
2039
$14K ﹤0.01%
+522
2040
$14K ﹤0.01%
+489
2041
$14K ﹤0.01%
+180
2042
$14K ﹤0.01%
+215
2043
$14K ﹤0.01%
+1,304
2044
$14K ﹤0.01%
+440
2045
$14K ﹤0.01%
+425
2046
$14K ﹤0.01%
+2,400
2047
$14K ﹤0.01%
+300
2048
$14K ﹤0.01%
+500
2049
$13K ﹤0.01%
+748
2050
$13K ﹤0.01%
+157