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
2226
$9K ﹤0.01%
+155
2227
$9K ﹤0.01%
+125
2228
$9K ﹤0.01%
+36
2229
$9K ﹤0.01%
+1,000
2230
$9K ﹤0.01%
+281
2231
$9K ﹤0.01%
+579
2232
$9K ﹤0.01%
+495
2233
$9K ﹤0.01%
+343
2234
$9K ﹤0.01%
+288
2235
$9K ﹤0.01%
+167
2236
$9K ﹤0.01%
+1,026
2237
$9K ﹤0.01%
+600
2238
$9K ﹤0.01%
+1,300
2239
$9K ﹤0.01%
+204
2240
$9K ﹤0.01%
+282
2241
$9K ﹤0.01%
+191
2242
$9K ﹤0.01%
+630
2243
$9K ﹤0.01%
+84
2244
$9K ﹤0.01%
+197
2245
$9K ﹤0.01%
+1,000
2246
$9K ﹤0.01%
+240
2247
$9K ﹤0.01%
+2,000
2248
$9K ﹤0.01%
+1,700
2249
$9K ﹤0.01%
+900
2250
$9K ﹤0.01%
+86