SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
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 Sells

1 +$38.9M
2 +$22.8M
3 +$22.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.78M

Sector Composition

1 Financials 5.57%
2 Healthcare 5.23%
3 Industrials 4.67%
4 Technology 4.32%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$9K ﹤0.01%
+86
2252
$9K ﹤0.01%
+460
2253
$9K ﹤0.01%
+863
2254
$8K ﹤0.01%
+699
2255
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+400
2256
$8K ﹤0.01%
+500
2257
$8K ﹤0.01%
+300
2258
$8K ﹤0.01%
+239
2259
$8K ﹤0.01%
+152
2260
$8K ﹤0.01%
+163
2261
$8K ﹤0.01%
+295
2262
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+300
2263
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+234
2264
$8K ﹤0.01%
+348
2265
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+249
2266
$8K ﹤0.01%
+506
2267
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+500
2268
$8K ﹤0.01%
+120
2269
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+88
2270
$8K ﹤0.01%
+1,000
2271
$8K ﹤0.01%
+300
2272
$8K ﹤0.01%
+2,000
2273
$8K ﹤0.01%
+276
2274
$8K ﹤0.01%
+200
2275
$8K ﹤0.01%
+373