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
2051
$13K ﹤0.01%
+835
2052
$13K ﹤0.01%
+147
2053
$13K ﹤0.01%
+365
2054
$13K ﹤0.01%
+318
2055
$13K ﹤0.01%
+31
2056
$13K ﹤0.01%
+300
2057
$13K ﹤0.01%
+306
2058
$13K ﹤0.01%
+200
2059
$13K ﹤0.01%
+264
2060
$13K ﹤0.01%
+241
2061
$13K ﹤0.01%
+400
2062
$13K ﹤0.01%
+672
2063
$13K ﹤0.01%
+380
2064
$13K ﹤0.01%
+439
2065
$13K ﹤0.01%
+87
2066
$13K ﹤0.01%
+267
2067
$13K ﹤0.01%
+332
2068
$13K ﹤0.01%
+550
2069
$13K ﹤0.01%
+600
2070
$13K ﹤0.01%
+1,225
2071
$13K ﹤0.01%
+2,708
2072
$13K ﹤0.01%
+1,000
2073
$13K ﹤0.01%
+1,602
2074
$13K ﹤0.01%
+727
2075
$13K ﹤0.01%
+305