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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.26M
3
+$6.71M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.96M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.48M

Top Sells

1
+$22.7M
2
+$15.4M
3
+$6.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.33M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$5.37M

Sector Composition

1 Healthcare 5.51%
2 Financials 5.07%
3 Industrials 4.8%
4 Communication Services 3.82%
5 Technology 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.69M 0.1%
14,012
-2,807
202
$1.69M 0.1%
144,950
+19,433
203
$1.64M 0.09%
33,567
+25,617
204
$1.64M 0.09%
9,754
+3,210
205
$1.62M 0.09%
26,570
+10,014
206
$1.58M 0.09%
65,706
-4,464
207
$1.58M 0.09%
31,595
+6,070
208
$1.57M 0.09%
33,594
+16,635
209
$1.57M 0.09%
19,883
+403
210
$1.56M 0.09%
26,515
+3,426
211
$1.55M 0.09%
90,031
-1,476
212
$1.52M 0.09%
113,528
-2,268
213
$1.49M 0.08%
34,899
+7,353
214
$1.48M 0.08%
22,796
+1,308
215
$1.48M 0.08%
27,918
+1,076
216
$1.46M 0.08%
22,473
+1,987
217
$1.44M 0.08%
22,090
+2,902
218
$1.41M 0.08%
53,187
+23,919
219
$1.4M 0.08%
15,389
+2,229
220
$1.4M 0.08%
46,962
+30,620
221
$1.39M 0.08%
72,842
222
$1.39M 0.08%
9,212
+1,115
223
$1.38M 0.08%
27,471
+47
224
$1.38M 0.08%
19,858
+674
225
$1.38M 0.08%
16,567
+3,976
7 8
9
10 11