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
2151
$11K ﹤0.01%
+405
2152
$11K ﹤0.01%
+227
2153
$11K ﹤0.01%
+785
2154
$11K ﹤0.01%
+642
2155
$11K ﹤0.01%
+373
2156
$11K ﹤0.01%
+100
2157
$11K ﹤0.01%
+455
2158
$11K ﹤0.01%
+183
2159
$11K ﹤0.01%
+405
2160
$11K ﹤0.01%
+300
2161
$11K ﹤0.01%
+300
2162
$11K ﹤0.01%
+2,000
2163
$11K ﹤0.01%
+424
2164
$11K ﹤0.01%
+1,220
2165
$11K ﹤0.01%
+494
2166
$11K ﹤0.01%
+1,000
2167
$11K ﹤0.01%
+243
2168
$11K ﹤0.01%
2,334
-200
2169
$11K ﹤0.01%
+414
2170
$11K ﹤0.01%
+315
2171
$11K ﹤0.01%
+300
2172
$11K ﹤0.01%
+200
2173
$10K ﹤0.01%
+156
2174
$10K ﹤0.01%
+132
2175
$10K ﹤0.01%
+345
85 86
87
88 89