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
2126
$11K ﹤0.01%
+650
2127
$11K ﹤0.01%
+141
2128
$11K ﹤0.01%
+307
2129
$11K ﹤0.01%
+88
2130
$11K ﹤0.01%
+147
2131
$11K ﹤0.01%
+321
2132
$11K ﹤0.01%
+375
2133
$11K ﹤0.01%
+160
2134
$11K ﹤0.01%
+320
2135
$11K ﹤0.01%
+454
2136
$11K ﹤0.01%
+40
2137
$11K ﹤0.01%
+701
2138
$11K ﹤0.01%
+135
2139
$11K ﹤0.01%
+170
2140
$11K ﹤0.01%
+1,016
2141
$11K ﹤0.01%
+105
2142
$11K ﹤0.01%
+1,400
2143
$11K ﹤0.01%
+2,828
2144
$11K ﹤0.01%
+59
2145
$11K ﹤0.01%
+256
2146
$11K ﹤0.01%
+151
2147
$11K ﹤0.01%
+587
2148
$11K ﹤0.01%
+371
2149
$11K ﹤0.01%
+127
2150
$11K ﹤0.01%
+250
84 85
86
87 88