SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
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 Sells

1 +$38.9M
2 +$22.8M
3 +$22.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.78M

Sector Composition

1 Financials 5.57%
2 Healthcare 5.23%
3 Industrials 4.67%
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%
+318
2052
$13K ﹤0.01%
+31
2053
$13K ﹤0.01%
+300
2054
$13K ﹤0.01%
+241
2055
$13K ﹤0.01%
+332
2056
$13K ﹤0.01%
+3,150
2057
$13K ﹤0.01%
+550
2058
$13K ﹤0.01%
+600
2059
$13K ﹤0.01%
+1,225
2060
$13K ﹤0.01%
+342
2061
$13K ﹤0.01%
+400
2062
$13K ﹤0.01%
+672
2063
$13K ﹤0.01%
+87
2064
$13K ﹤0.01%
+305
2065
$13K ﹤0.01%
+940
2066
$13K ﹤0.01%
+748
2067
$13K ﹤0.01%
+157
2068
$13K ﹤0.01%
+835
2069
$13K ﹤0.01%
+147
2070
$13K ﹤0.01%
+365
2071
$13K ﹤0.01%
+306
2072
$13K ﹤0.01%
+200
2073
$13K ﹤0.01%
+264
2074
$13K ﹤0.01%
+267
2075
$13K ﹤0.01%
+2,708