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
2176
$10K ﹤0.01%
+998
2177
$10K ﹤0.01%
+667
2178
$10K ﹤0.01%
+300
2179
$10K ﹤0.01%
+253
2180
$10K ﹤0.01%
+306
2181
$10K ﹤0.01%
+205
2182
$10K ﹤0.01%
+227
2183
$10K ﹤0.01%
+61
2184
$10K ﹤0.01%
+176
2185
$10K ﹤0.01%
+500
2186
$10K ﹤0.01%
+1,000
2187
$10K ﹤0.01%
+102
2188
$10K ﹤0.01%
+245
2189
$10K ﹤0.01%
+350
2190
$10K ﹤0.01%
+300
2191
$10K ﹤0.01%
+215
2192
$10K ﹤0.01%
+150
2193
$10K ﹤0.01%
+288
2194
$10K ﹤0.01%
+385
2195
$10K ﹤0.01%
+222
2196
$10K ﹤0.01%
+152
2197
$10K ﹤0.01%
+267
2198
$10K ﹤0.01%
+165
2199
$10K ﹤0.01%
+290
2200
$10K ﹤0.01%
+210
86 87
88
89 90